Adding Sales/BDC to AI Alert tab for ease of viewing who is assigned
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Dana Heideman
Rather than opening each individual client, it would be nice to 'see' who is assigned to customers that AI alerts us that needs help..
Shelby Parker
Hello Dana Heideman! I have a few more questions for you:
- What specific information would you like to see about the assigned Sales/BDC in the AI Alert tab?
- How frequently do you need to access the assignment information in the AI Alert tab?
- Are there any specific scenarios where having this information readily available would be particularly beneficial?