Consolidated Engagement Count for Customers
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Drew Cusumano
Having the engagement counter for text, email, phone calls, and videos for each stage of the pipeline is great, but it would be nice to have a full, consolidated count of ALL engagement that a user has sent to a customer, regardless of the stage that they are in on the pipeline.
Shelby Parker
Thank you for posting, Drew Cusumano! I have a few more questions for you:
- How frequently do you need the consolidated engagement count updated?
- Would you like the consolidated engagement count to be visible in the same view as the individual stage counts, or in a separate view?
- Are there any specific metrics or types of engagement that should be excluded from the consolidated count?