Customer Search to Include Conversations
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Trevor Spence
I'm looking for a client that we killed the lead for. Can't remember his name or anything and can't find him and a vehicle that he wanted suddenly became available. No way for me to find him but if i were able to search in conversation i could
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Trevor Spence
And yes of course more conversation attributes would help by filtering by date. I've encountered this twice this month
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Trevor Spence
Keywords for specific cars like Camry, prius, hybrid, etc.
Shelby Parker
Great to hear your perspective, Trevor Spence! I have a few more questions for you:
- What specific keywords or phrases would you find most useful to search within conversations?
- How often do you encounter situations where you need to search within conversations?
- Are there any specific conversation attributes (e.g., date, participant name) that would help narrow down your search?