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sheldonz
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Member since ‎Aug 4, 2017
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SMS1 on June 18, 2019
Post Chat Survey
Please create the ability in the Chat tool to add a post-chat survey where I can configure the questions. There should be a mix of options for the question field type to set up the survey i.e. Dropdown, Stars, text box, etc. Something like t read more
Reply Idea Conversations Feedback Surveys
247 upvotes
110 Replies
sheldonz
Participant
October 09, 2018
I would find it very helpful to be able to trigger a customer satisfaction survey based on a form submission. When a customer registers their w...read more
Jmjermaz on March 09, 2017
Customize Call Outcome options
I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
Reply Idea Calling
336 upvotes
137 Replies
sheldonz
Participant
November 28, 2017
This would be very helpful for documenting the type of call that was made. For example, a prospecting call or a customer service call. We track KPI...read more
realizeit on March 14, 2017
Filter contact views by associated tasks
Since i use Tasks every day (and live in the Tasks field), I absolutely need a way to track data in those tasks. For instance, I want to see who I've contacted via Tasks over a certain period of time. I want to see a list of contacts where I created read more
Reply Idea Contacts & Companies Tasks
52 upvotes
19 Replies
sheldonz
Participant
October 26, 2017
The ability to view contacts based on when a task is due and/or if there are any tasks scheduled would be awesome for our sales team's follow up effo...read more
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