Limit tab view with access to all customers
T
Tayler Barker
I think we should be able to give our Staff access to our entire customer base with out them seeing all the unanswered communications or un-responded leads. We have several sales reps and team members that could benefit from being able to pull all customers but they don't need to see what is happening for the whole store.
Shelby Parker
Great to hear your perspective, Tayler Barker! I have a few more questions for you:
- What specific information or data should be visible to staff when accessing the entire customer base?
- Are there any specific roles or permissions that should be considered when granting access to the customer base?
- How frequently do staff members need to access the entire customer base, and for what purposes?
T
Tayler Barker
Shelby Parker 1.I think the view should be basic info, name phone garage.
- a permission group would probably the best way to achieve this, at our store I have a few team members who are part of our staff that use drive to follow up after delivery and a few other things, and I think that group would best benefit from being able to get to the customer without seeing all the unanswered responses so they know that the customer has responded to them without filtering through.
3.I have probably 5 or more people who could benefit from this daily. the bigger thing is making it easier on them to see when a customer is actually reaching back out to them rather than a sales rep or anyone else