Tickets & Conversations

MelParry
Participant

Original Sender & Forwarder

Hi Everyone, 

 

I currently have the option to use the Original Sender as the contact for a ticket when an email is forwarded in. My question is, how can I set it up so both the original sender AND the forwarder are included? 

 

We have quite a few outside sales reps who send in customer requests, but would like to be copied on our replies and resolutions and I cannot, for the life of me, figure out how to make this happen automatically. 

 

Today, if I noticed the request, I will manually go into the ticket, add the outside rep, then assign the conversation (which then assigns the ticket). But, with over 200 tickets coming in a day right now (and this number will grow in the future), this isn't a scalable solution. 

 

Let me know your thoughts! 

0 Upvotes
4 Replies 4
Routera-LT
Participant

Original Sender & Forwarder

@MelParry 

How are you currently chosing which outside rep to add to the ticket? 

 

Is it based off their company/account? Or related objects? 

 

The answer will ultimately determine how to automate this. 

MelParry
Participant

Original Sender & Forwarder

The person who forwarded the email is the sales person we want also added to the ticket. 

0 Upvotes
PamCotton
Community Manager
Community Manager

Original Sender & Forwarder

Hello @MelParry, thank you for posting in our Community! I would like to add our top experts to this matter,

@SNigam  @KMI any recommendations to @MelParry matter?

 

Thank you,

Pam

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0 Upvotes
MelParry
Participant

Original Sender & Forwarder

Does anyone have any thoughts?

0 Upvotes