Filtering Service from sales in unreplied
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Alexis Carroll
In unreplied, we are receiving service leads and their appointment/conversations. It would be great to filter so sales doesn't receive service conversations as it overwhelms the system
Shelby Parker
Thanks for raising this, Alexis Carroll — totally hear you on how overwhelming it can get when service conversations are mixed into Unreplied for sales. To make sure we’re scoping the right kind of filter: how do you currently distinguish “service” vs “sales” leads (lead source, department, appointment type, tags, etc.)? And once something is identified as service, should it be completely hidden from the sales Unreplied view, or instead routed to a service-specific inbox/team? Lastly, is this impacting everyone on the sales side or only certain roles/locations — and would you want this applied globally, or configurable per team/user?
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Alexis Carroll
Shelby Parker Thanks for the response! It is coming in as a lead source under service request which is then assigned to a service advisor. It would be ideal to have service have their own inbox so it doesn't interfere with sales. I feel every dealer would benefit from that option, since having service conversations mixed in with sales conversations is hindering response times for both departments.