Add direct links to Customer Profiles - For sending using internal communications
A
Andrew Reeves
Add a direct hyperlink to a customer's profile. If I need to send an internal email to another salesperson to look at a particular customer's profile, can we get a direct hyperlink? If a customer's profile is open, the web address bar shows "https://app.drivecentric.com/#/pipeline/sales" and not a direct link
Shelby Parker
Great to hear your perspective, Andrew Reeves! I have a few more questions for you:
- How frequently do you need to share customer profile links with colleagues?
- Are there any specific security or privacy concerns we should consider when implementing direct links to customer profiles?
- Would you prefer the direct link to open the profile in a specific section or view?