In case our telemarketer team wants to filter their daily phone activity we need an automated property based on their phone activity, i.e. "Last phone date"
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We're exploring this a bit more, but in the mean time, a potential solution should be possible through workflows. I've attached a quick example workflow here.
We're exploring this a bit more, but in the mean time, a potential solution should be possible through workflows. I've attached a quick example workflow here.
@kchubs There are some serious concerns wrt to the tracking the sales activities for contacts and deals. Given that there is an entire platform and package dedicated to sales here, please help with these properties/features.
- Last call date
- Last call connected date
- Number of calls
- Number of connected calls - Re-enrollment in workflows based on call activity
Most of the competitive platforms such as Zoho, LeadSquared amongst others provide these features and it is slowly becoming a big impediment in the progress.
It would really help our team to be able to have a last called date that we can use for making lists (e.g. last called date was greater than 3 days ago)
It would also be really helpful to know number of times we've called each lead.
All of these would be amazing:
- Last call date
- Last call connected date
- Number of calls
- Number of connected calls - Re-enrollment in workflows based on call activity
Need this badly. It is extremely important for us to track the last time a lead or customer has been called so the Last Contacted or Last Activity date provides little to no value.
This is table stakes. Basic, basic functionality that should exist. I'm having difficultly communicating to our CEO why this isn't available in a CRM. It's an obvious and easy addition to unlock value...
Quite unbelieveble that activity based workflows still don't exist. We can't tell whether last contacted was email, meeting or phone call... Say no more !
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