Mining - Add the Ability to Redistribute Customers from the Mining Tool
planned
N
Nick Sandoval
Would like the option to assign users to deals directly from within the Mining tool, particular at a mass level, similar to the Assign Tasks available.
This would be helpful especially for Orphan customers, and for assigning customers to new users without removing all customers from another user.
Created by Trevor Newman
Shawn Goebel
marked this post as
planned
Shawn Goebel
Merged in a post:
Redistribute and Round Robin Filter Enhancements (Active or Sold, Source Type)
T
Troy Johnson
When round robin clients from a consultant who is no longer with the store we need the ability to separate active and sold clients in our distribution.
B
Brittany
We need the ability to reassign orphans or inactive customers in mass. This is available in every CRM I have used. This is one of the smartest CRM's and it doesn't have one of the most basic features.
Ashton Aloviddinov
Good feature
L
Lu Neng
great......
L
Lu Neng
great......
W
William Berardino
Very basic feature that's a necessity.
L
Lorena Moreno
This feature would be extremely efficient
Shawn Goebel
Merged in a post:
Redistributing Customers
A
Aaron Brasher
When redistributing customers there needs to be some filters for which opportunities get redistributed instead of all or nothing
Shelby Parker
Hello Aaron Brasher! I have a few more questions for you:
- What specific criteria or filters would you like to see when redistributing customers?
- How frequently do you need to redistribute customers, and does this affect the type of filters needed?
- Are there any specific customer attributes or opportunity types that should be prioritized or excluded during redistribution?
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