Idea: for Sales Team Member Role
Goal: eliminate extra steps that are cumbersome and low-value
Value add: Eliminates time-consuming low-level/nonvalue add tasks.
Screenshot: attached below. See the Green box where we should be able to pick the queue.
Hi - While in HS on a contact record and sending an email, it would be great to also have the ability to:
- Pick the queue you want the follow-up task to be assigned to. This would eliminate several steps of going to the task and picking the queue after sending the email.
- Auto-populate the task name with the same content I used in the subject line of the email. Again, this saves several steps.
When you're sending a boatload of emails in a day, these extra steps are time-consuming and frustrating.
Thanks for listening!
