No Follow Up displays based on the user instead of the Deal
gathering votes
A
Adam Miller
Currently, when ANY USER has a task set on a deal, there will not be a warning sign displayed on the assigned salesperson's front page. With multiple users in the BDC and sales groups assigned, deals lacking in RELEVANT follow-up from the assigned salesperson are much harder to identify and remedy.
Allowing a user to immediately see deals where THEY PERSONALLY don't have any follow-up set would provide a substantially clearer view on where their energies would best be applied at any given time.
Shawn Goebel
gathering votes
Shawn Goebel
Adam Miller Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
R
Ryan Esler
I like this idea.
Shelby Parker
Great to hear your perspective, Adam Miller! I have a few more questions for you:
- What specific criteria should trigger a notification for a user when they don't have a follow-up task set?
- How frequently should these notifications be sent to the users?
- Should there be an option for users to customize or filter which deals they receive notifications for?
A
Adam Miller
Hi Shelby Parker:
- The criteria is that the assigned salesperson has no task assigned for the customer. Ideally it wouldn't matter if anyone else did, the warning signs on the assigned salesperson's page indicating deals without follow-up would indicate THEIR follow-up.
- Ideally it would be real time, an alteration of the current rubric for displaying the warning signs for deals without follow-up.
- That would be useful, but ultimately I'd settle for functionality that reflects the ASSIGNED SALESPERSON's responsibility exclusively and does not reflect the planned follow up of any other users.