Add a feature that lets us know if another person is actively on a lead.
M
Morgan Johnson
Pretty much I think it would be useful to make it to where we can see when other people on a lead, so we don't accidentally overlap messages/calls/emails. There have been plenty of times where our BDC and sales overlap and cause confusion for the customer. This is a common thing at our stores I'd love to know if anyone thinks this is useful.
Shelby Parker
Thanks for sharing this, Morgan Johnson — totally hear you on the overlap causing confusion for the customer. This is really helpful context, and I’m looping it into our review so the team can evaluate the best way to surface “someone is actively working this lead.” If you’re open to a quick follow-up: what would be most useful for your team to see (e.g., viewing the lead vs. actively calling/emailing), and should it show who it is and how recently they were active?