Add Salesperson 2 to "In Store" Tab
gathering votes
M
Michael DuBois
Can we add sales 2 to the in-store tab on the left side? This would be beneficial when we are busy and have multiple people working the back half of deals so we can keep track of who is with a customer and who is free without having to click on each customer individually.
Drew Adler
gathering votes
Drew Adler
Merged in a post:
Show salesperson 2 on sidebar if there is one when checked in
C
Chelsie Cowart
Salesperson 2 should show if there is one on the deal when the customer is in. It would help with confusion when wondering who has what customer checked in.
Shelby Parker
Hello Chelsie Cowart! I have a few more questions for you:
- Can you provide more context on how often a second salesperson is involved in a deal?
- Could you clarify the current process when a second salesperson is involved in a deal?
- How would displaying the second salesperson's information improve the workflow or customer experience?
C
Chelsie Cowart
Shelby Parker 1) If salesperson 1 is not there that day or busy with another client, we get salesperson 2 involved
2) same as above
3) It would improve workflow as we won't have to wonder who is with said salesperson when we don't see them with someone checked in unless we click on every customer checked in to check if they are salesperson 2 on the deal. It would be easier to just see it on the sidebar
Drew Adler
closed
Hello and thank you for the feedback! At this time, we have decided not to move forward with this request. If anything changes in the future we will update this post accordingly.
Drew Adler
gathering votes
Drew Adler
Hello - thank you so much for the feedback! We are actively reviewing historical requests and categorizing them appropriately as additional community feedback is gathered. As updates occur, you will receive them automatically!
B
Brian Kurent
Would love to be able to see both sales people working the deal from the left side, rather than have to open the whole deal and click 3 more tabs to see the same thing