Make All Skate Alerts Available to All Users
gathering votes
T
Teylen Sheesley
If a salesperson has store data access and is assigned to a customer, he/she does not get a skate alert when a similar customer is created by another user. I want all skate alerts to be available to all users so they can choose to be alerted when something like this happens, regardless of data access.
Created by Briahna Sparks
Drew Adler
Merged in a post:
Notifications/permission for BDC/Managers when salespeople remove a lead from their name or reassign it to someone else
A
Ashley Duke
It's impossible to enforce our rules about reassigning leads if the BDC can't disallow salespeople to reassign their own leads, or even be notified when it happens.
Drew Adler
Merged in a post:
Skate alerts sent to the managers
H
Heather Wilfley
I would love the ability to turn on skate alert notifications that not only go to a salesperson, but immediately to the manager as well. One of our locations has this issue and the original salesperson doesn't always see the notification until it's too late. If the managers could also receive an alert, they could handle it before it goes to far.
Drew Adler
Merged in a post:
Notification (Skate Alert)
T
Tia Magee
Can you please add a feature for the BDC to let us know when a salesperson claims our deal? Also a notification to let us know when someone has added a similar customer for possible skate alert?
C
Clay Garrett
Yes please. As well as similar duplicate created.
N
Nick Fuselier
Agree, we seem to only find this "issue" after its too late to handle it properly as effective leaders. This will free up some worry, especially with our internet department!
E
Eric Dubois
Couldnt agree more! I love DC but it seems like it so much easier to skate---and get away with it.
Drew Adler
Hey All - thank you so much for the feedback and apologies for the delay in follow-up. We will continue to monitor this for additional votes and you will receive updates automatically should any occur.
Drew Adler
Hey Tia Magee - thank you so much for the feedback and apologies for the delay in follow-up. We will continue to monitor this for additional votes and you will receive updates automatically should any occur.
R
Robert Shrier
Yes
D
Doran Malone
We need this
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