Add Notifications for Untracked Texts and 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.
Shawn Goebel
Merged in a post:
Untracked Text & Email
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Mitch Summers
For referrals. If you do a great job utilizing drive, sell and vehicle and create a good customer experience. That customer gives your texting number to a referral to buy a car. That text basically goes nowhere. Goes into untraced text or email. No notification or anything goes out to managers, sales people etc.
There needs to be a notification & a new lead created for the sales person that it texted. Make the Name of the customer First Name - Untracked Last Name Text Or Email.
It will be on the salesperson OR manager to call the customer to get the rest of the info and put that in.
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Sarah Seymour
This would be very helpful for sales people who are busy and need that extra notification.
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Motors – 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.
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Brian Moore
Love to get the notification so I don't have to hunt.
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Megan Terry
I agree ---this would be VERY helpful to the sales team!
Drew Adler
Merged in a post:
Untracked texts by user
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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?
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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
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D'Aundre DeMars
Send a push notification out when you receive an untracked email directly to your email
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