Add Salesperson to Available Columns in Email Blast Metrics
J
Jason Prott
There are only 6 columns available in the performance screen and the Salesperson is not one of them. I would like to be able to export the customer lists and send them to the appropriate salesperson for follow up. Right now I have to manually click into each to see who the appropriate salesperson is.
Shelby Parker
Hello Jason Prott! I have a few more questions for you:
- How frequently do you need to export customer lists with salesperson information?
- Are there any other columns you would find useful in the performance screen?
- Would having the salesperson column improve your workflow efficiency? If so, how?
J
Jason Prott
Shelby Parker
- Every time we send an Email blast I like to follow up with the sales staff to re-engage any customers who interact with the email.
- "Last Engaged" and "Next Task" would be very useful as well. Especially if "Next Task" behaved in the same way as the Engaged step of the Sales Pipeline, where you just have to click a button to make a task if there is none.
- Yes, right now I have to export the list of customers and email it to the sales team. Then they have to manually type in each customer they recognize in order to check in on them and/or send a communication. This would streamline the communication because I could segment the list based on salesperson so they would exactly know who they should spend time targeting. The "Last Engaged" field would also help triage the communications.