Latest Attempt - filter by user
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Sarah Schott
I'm requesting a way to filter my workplan by MY Latest Attempt to contact a customer. I noticed it counts ai responses under the Latest Attempt column, but we have coverage rules and I work at the enterprise level, so I have a pretty hefty workplan at times, so if it says the last attempt was 2 days ago but I haven't reached out in 4 days, I'm out of coverage and I didn't know to prioritize that lead because it was showing me 2 days because the ai reached out.
Shelby Parker
Great to hear your perspective, Sarah Schott! I have a few more questions for you:
- How frequently do you need to update or review your workplan to ensure timely follow-ups?
- Would you prefer a separate column for AI attempts, or a filter option to exclude them from the Latest Attempt view?
- Are there specific scenarios or rules where AI attempts should be considered differently in your workplan?
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Sarah Schott
Shelby Parker great questions!
- My first couple of days back from my 2 days off I always have 80+ tasks to complete, I'm constantly working on getting through it all to ensure timely follow-ups.
- Honestly, either would help. I understand that this is mainly an online sales/enterprise level issue, so to keep other users' experience the same, it might be better to have a filter option - then they can select both and not affect their workplan view.
- I really just need to be able to decipher between me and the AI when looking at the last time I reached out to the customer, because AI doesn't count for my coverage on a deal.
Thank you!