Add Ability to Filter the Sidebar & Unreplied to User-Specific
gathering votes
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Jizelle Bookhamer
It would be great that as I have access to the whole dealership to only see notification (messages and such) that are linked to my name vs everyone at the dealership. Same with new leads
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Alex Weidenbenner
Merged in a post:
notifications/leads
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Jose Soriano
As of now, I can see all responses and leads coming into the dealership pop up on my notifications bar. As someone who likes to make sure all my personal leads and messages are answered and have the numbered notification go away, it's a bit difficult and cumbersome to have to scroll through my entires stores unanswered leads, text message, and emails to find who has reached out to me directly. It would be helpful as a sales person to be able to create a setting that will turn off showing everyone's messages.
Shelby Parker
Great to hear your perspective, Jose Soriano! I have a few more questions for you:
- What specific criteria would you like to use to filter notifications to only show your personal leads and messages?
- How would you prefer to be notified about your personal leads and messages separately from the general notifications?
- Are there any specific types of messages or leads that you would like to prioritize in your notifications?
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Jose Soriano
Shelby Parker
1)I would like to see a filter for notifications that allow me to only show messages directed to me. Also an option so that my fellow coworkers cannot "ignore" messages directed to me.
2)Another method to be notified about my personal leads and messages that would be great is through text. Our previous CRM had a text string that would alert me to any leads and replies I received.
3)No prioritization needed on my end. All my personal replies and leads are answered ASAP.
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Dave Peeler
Yes especially for stores with a lot of teams. Should be able to filter by team and only see sidebar notification from those Teams, i.e. Leads, Messages and visits etc...
Drew Adler
Merged in a post:
Notification sorting
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Austin Campbell
Can we please add a feature to Choose what you would like to be notified on. Like currently I am receiving all store notifications as a saleman. I would like to be able to sort by only my notifications so I can track what I have coming in
Shawn Goebel
Merged in a post:
Unreplieds toggle for mine or store
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Kevin Kerth
Could we have a toggle for message unreplieds like we have for workplan? My Unreplied messages or Store Unreplied messages. As a manager I would love the ability to see only my own and not everyone else's.
Shelby Parker
Hello Kevin Kerth! I have a few more questions for you:
- What specific criteria should be used to differentiate between 'My Unreplied' and 'Store Unreplied' messages?
- How frequently do you anticipate using this toggle feature in your daily workflow?
- Are there any specific scenarios or examples where having this toggle would significantly improve your management tasks?
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Kevin Kerth
Shelby Parker. I would use it all the time - I have a large customer database in the CRM and my previous clients message me all the time. Their messages can get lost in the giant mass of the dealership traffic since I get all the messages now as a manager. It would be great to be able to toggle so only my messages appear if that makes sense
Drew Adler
Merged in a post:
ADD FILTER FOR UNRESPONDED MESSAGES
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Brandon Ewer
Add a personal filter for manager access on messages so you can filter by user
Shelby Parker
Hello Brandon Ewer! I have a few more questions for you:
- What specific criteria should the filter use to identify unresponded messages?
- Should the filter be available to all managers or only specific ones?
- Are there any specific user roles or permissions that should be considered when implementing this filter?
Shawn Goebel
Merged in a post:
Allow Store-level users to silence communication only for themselves
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Adam Miller
It would be very helpful for managers to be able to silence conversations that they don't need to personally follow without affecting the visibility for e.g. associated salespeople.
Shelby Parker
Hiya Adam Miller, thanks for this post! I have a few more questions for you:
- What specific scenarios or types of conversations do managers typically want to silence?
- How frequently do managers need to silence conversations, and is this a temporary or permanent need?
- Are there any specific notifications or alerts that should remain active even when a conversation is silenced?
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Alex Bushey
Shelby Parker Hi Shelby.
- This would be for conversations that are between the sales person and the customer, or bdc person and the customer. I believe because the managers see so many of these notifications, they feel the need to clear them to catch up.
- Based on the fact that a manager sees every incoming text or email from every sales person or bdc to a customer, I would say very frequently they would want to clear them out (daily).
- Only the notifications NOT directed at the manager should be silenced, but see the note below for what we may prefer to have.
Suggestion: Separate the alerts if we can, where a manager can go see their own alerts destined for them, and check a separate spot for sales "team" notifications. This way they can check on sales peoples stuff, or their own, instead of them all being blended together.
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Adam Miller
Alex Bushey This is it exactly, thank you Alex.
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