Customer Contact Card: add a Manager position next to the Sales1 , Sales2
gathering votes
B
Blake Hopp
Be great to have that manager position next to the sales 1 , sales 2 and BDC, Lots feed back from staff as going to all different managers than the one that knows the file and numbers presented
Michele McCoy
gathering votes
A
Aaron Paton
I agree, this will also help with desking reporting.
Shelby Parker
Thank you for posting, Blake Hopp! I have a few more questions for you:
- What specific information or features should be included in the manager position display next to sales 1, sales 2, and BDC?
- How would having the manager position displayed improve the workflow or efficiency for your team?
- Are there any specific scenarios or examples where having the manager position visible would have been beneficial?
B
Blake Hopp
Shelby Parker Just a tab like Sales 1 , so at quick glimpse we can see what manager is looking after the file with the sales 1 member. With multiple managers can guide to the right manager with out working another set of numbers. This would make workflow improve with the direct manager involved in the numbers they presented and follow up to close the deal , also when looking at monthly reports can see conversions for teams, managers
N
Nikki Stadnyk
This would be more efficient if the manager was listed under sales!