Add Customized Outcomes when Logging a Call
gathering votes
J
Jenny Byrd
This is more for the service leads. In the CALL summary section, where we select an outcome. Can there be a line for "DUPLICATE" and "BAD/LOST CUSTOMER" ?
Shawn Goebel
gathering votes
Shawn Goebel
Jenny Byrd Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Hello Jenny Byrd! I have a few more questions for you:
- Can you provide more context on how often you encounter 'DUPLICATE' and 'BAD/LOST CUSTOMER' scenarios?
- What information would you like to capture when selecting 'DUPLICATE' or 'BAD/LOST CUSTOMER'?
- How would you like these 'DUPLICATE' and 'BAD/LOST CUSTOMER' outcomes to impact the overall customer profile or history?