Chat settings and the leads settings on the left of screen to be set as Genius setting.
J
Joel Price
The settings are different and would like to have the chat and lead be the same as genius. when using the genius and you click a name at the bottom and complete the task and when you go back to the left it is set to the bottom. We would like the chat and the lead to operate the same
Shelby Parker
Hiya Joel Price, thanks for this post! I have a few more questions for you:
- Can you provide more details on what specific functionalities of the 'Genius' setting you would like to see replicated in the chat and lead settings?
- Are there any specific tasks or workflows in the chat and lead settings that are currently not meeting your expectations?
- How do you envision the chat and lead settings improving your daily tasks or user experience if they were aligned with the 'Genius' setting?