genius follow up sorting
Becky Riley
We would like to be able to one of the following with genius reply follow up:
1 sort by sales rep
2 be able to see what sales rep is connected to it from the bucket
3 make it so the sales rep can only see their follow up
Shelby Parker
Thanks for sharing this, Becky Riley — totally hear you on wanting Genius reply follow-ups to be easier to manage across reps. Quick clarifying questions so we can make sure we’re solving the right thing: of the three asks (sort by sales rep, show the assigned rep in the bucket, or limit reps to only seeing their own follow-ups), which one is the most important for you right now? Also, in your setup, who should have visibility into
all
follow-ups (managers/admins, etc.) vs who should only see their own? And when you mention the “bucket,” which exact list/view are you looking at — and what are you trying to do from there (assign work, monitor workload, make sure nothing slips, etc.)?