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KatieH
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Member since ‎Nov 29, 2017
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nina on March 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Reply Idea Workflows
157 upvotes
65 Replies
KatieH
Member
January 15, 2018
This is a great suggestion and one that a member of our Teddington sales team brought to my attention today. When senior management are looking to ch...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
KatieH
Member
November 29, 2017
We would love for the call outcomes to be more specific for our business and reporting needs. We require additional fields in this section. At th...read more
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