Add Notifications for Untracked Emails | Voters

Add Notifications for Untracked Emails

gathering votes

Drew Adler

As a User, I'd like to receive a Notification when I receive an email that goes to Untracked Emails. I'd like a Notification to both my sidebar and mobile app. I'd also like the option to toggle the Notifications on or off in My Settings like I can do with other Notifications.

Sarah Seymour

This would be very helpful for sales people who are busy and need that extra notification.

Kaylee Borgerson

This would be extremely helpful so that sales could put agent lines on their business cards versus utilizing a mobile number to promote further usage of the CRM versus cell phone follow up.

Brian Moore

Love to get the notification so I don't have to hunt.

Megan Terry

I agree ---this would be VERY helpful to the sales team!

Drew Adler

Merged in a post:

Untracked texts by user

Steve Lavigne

Having the untracked texts available is a great new feature. Having them available on a per user basis would be even better. Having them on a per user basis with smartphone alerts would be the best!

Drew Adler

Hey Steve Lavigne - each user has access to only their Unread Texts, versus a user with Store Data Access, who has access to all Untracked Texts. If you are seeing that is not the case please let us know here! For the time being, I am going to merge this request in with a notification to a user when they received an Untracked Text or Email.

Shelby Parker

Hiya Steve Lavigne, thanks for this post! I have a few more questions for you:

Could you please clarify what specific information you would like to see for each user in the untracked texts?
What kind of smartphone alerts are you envisioning for the untracked texts per user feature?
How frequently would you like these smartphone alerts to be sent?

Ersin Sivrican

Emails and text messages as well please. When a happy customer shares his/her salesperson's number with someone and when they send a message, we need that unlinked incoming text message to pop with a notification so we don't miss a potential referral sale.

Drew Adler

Merged in a post:

Notify me if I get an untracked email

D'Aundre DeMars

Send a push notification out when you receive an untracked email directly to your email

Drew Adler

Merged in a post:

Untracked E-Mails (Hard to find easily overlooked!)

Michael DiFeo

If customers email you from a different email address (in this case the wife emailed our manager instead of her husband who the deal is created under) the DriveCentric user is not notified that this happened. This should be added to our notifications.

Here are screengrabs on how to find this list if you aren't already looking. This back screen is also a good place to see everything going out and in to the CRM.

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