Clock Out Other Users
gathering votes
M
Marlana Monreal
I would like to have the ability to clock users out of Drive if they are with a customer so that any leads go to available users.
M
Manpreet Bhatti
Yes please
A
Andrea Mendez Villalobos
YES PLEASE
A
Alisa Marsh
yes please
J
Jordan Filkohazy
Yes please we need this resolved so badly
M
Michael Brand
Not having the ability to Clock others out seems like a rather large oversite that should be looked into with great haste
M
Michael Kosic
This would be a massive upgrade
J
Jenkins Dunbar
The purpose of a non-functional permission in a Customer Relationship Management (CRM) system requires further clarification and examination. Such a permission, while present within the system's interface, appears to serve no practical purpose or tangible benefit to the users or the organization. This raises questions about its inclusion and potential impact on system efficiency and user experience.
Effective lead management and traffic control are fundamental aspects of any robust CRM system, playing crucial roles in optimizing sales processes and customer interactions. It is essential to implement comprehensive measures that prevent excessive lead consumption by overzealous sales personnel, ensuring a fair distribution of opportunities among team members and maintaining a balanced workload. These measures may include lead assignment algorithms, quota systems, or time-based restrictions on lead access.
Additionally, a sophisticated mechanism for checking out individuals with customers is necessary to ensure timely information delivery and prevent customer dissatisfaction due to prolonged waiting periods. This feature should encompass real-time status updates, estimated wait times, and perhaps even a queue management system to streamline customer interactions. By implementing such a mechanism, organizations can enhance their customer service quality, reduce response times, and ultimately improve overall customer satisfaction levels.
Furthermore, the integration of these functional elements within the CRM system should be seamless and user-friendly, allowing sales representatives and customer service agents to navigate the system efficiently without being hindered by unnecessary or non-functional permissions. Regular system audits and user feedback sessions can help identify and eliminate such superfluous features, ensuring that the CRM remains a powerful and streamlined tool for managing customer relationships and driving business growth.
H
Hannah Elliott
This would be really helpful for when a user leaves and forgets to clock out
S
Sarah Seymour
Yes this would be extremely helpful!
Shawn Goebel
Merged in a post:
Clock out salespeople who forgot
R
Roberto Riascos
Have managers able to clock out salespeople who did not clock out so they no longer receive leads in a round robin set up.
Load More
→