A List to show people we have mentioned
H
Hamda Guleed
I think it would be great to see who we have mentioned in profiles in the last month to make it easier to follow up and see if the mentioned individual has been in touch with the customer
Shelby Parker
Hiya Hamda Guleed, thanks for this post! I have a few more questions for you:
- What specific information would you like to see about the mentioned individuals (e.g., name, contact details, date of mention)?
- How frequently would you like this list to be updated or refreshed?
- Would you prefer to have this list integrated into an existing feature or as a standalone report?