CRM

WTaitt
Member

Issues with Inbox Assignment

SOLVE

Hi, I've noticed that the inbox is routinely assigning one of my two person sales team around 30% more enquiries than the other. This is causing some tension in the company.

 

Is there a way to more consistently assign conversations in the inbox when forms are filled in?

 

Many thanks

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1 Accepted solution
CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Issues with Inbox Assignment

SOLVE

Hi @WTaitt if you can use branches to split randomly based on percentages - would that work? You can add a split and set conversation owners (assigned to) to the different sales reps? 

 

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Issues with Inbox Assignment

SOLVE

Hi @WTaitt if you can use branches to split randomly based on percentages - would that work? You can add a split and set conversation owners (assigned to) to the different sales reps? 

 

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com