Outbox for Mentions (Tags)
gathering votes
Nicole Revis
Currently you can see profiles that someone else "@" you on, however you cannot see messages that you "@" someone else on. It would be nice be able to see those in a central location. Often times I will @ sales associates to follow up on various task, so it would be nice to be able to follow up on those.
Drew Adler
Merged in a post:
Tag History Tracking
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Katrina Hutches
It would be great if the CRM could track and display a history of who we’ve tagged in a customer profile (salesperson, manager, BDC, etc.) and when those tags were added.
Having access to this kind of tag history would make it much easier to follow the flow of communication and accountability within our team. It would also help in understanding who has been involved with a customer and at what stage.
Drew Adler
Merged in a post:
A way to pull up previous tags by person
D
Dean Cook
I would like a way to pull up places that I have tagged someone on leads previously. For example if someone has tagged myself on a lead but can't remember the client's name. They would be able to then search for times they have tagged @Dean Cook and filter out a time frame to pull up all the times they tagged me during that time frame.
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Jacob Coleman
Merged in a post:
An option to see the past employees that I have tagged?
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Saleena Chanan-Faulkner
An option to see the past employees that I have tagged?
Shelby Parker
Great to hear your perspective, Saleena Chanan-Faulkner! I have a few more questions for you:
- What specific information would you like to see about the past employees you have tagged?
- How would you like to access the list of past employees?
- Is there a specific time frame for which you want to see the tagged past employees?
Drew Adler
Merged in a post:
History of people you've tagged
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Christopher Miller
Would love the ability to see a history of all the tags I made.
Shelby Parker
Hiya Christopher Miller, thanks for this post! I have a few more questions for you:
- What specific information would you like to see in the history of tags?
- How frequently do you anticipate using the tag history feature?
- Would you like the ability to filter or search through your tag history?
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Christopher Miller
Shelby Parker
- Just like we have a history where I was tagged (mentions), I would like to have a tab of tags I made (where I mentioned someone).
- I would use this literally every day
- Search for Tags and Notes would be incredible. (IE: I remember I wrote "Customer is looking for a black kia soul" and now I can search "Kia Soul" in my notes and find that customer again.)
C
Christopher Miller
It happens all the time, I do @so and so "Can you give this customer a trade value?" at 9AM and then like, at 2PM I'm wondering "Did so and so ever do that?" but I can't remember who the customer was. This would fix that.
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Celeste DesRosiers
Christopher Miller I agree this would be helpful. It similar to what I asked for as far as task tracking goes. A different way to solve the same problem which is accountability. Making either one of these requests happen would go a long way as far as accountability goes. Thank you for coming up with another possible solution that may be easier to create.
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Grace Memarian
Yes this would be very helpful!
Michele McCoy
Merged in a post:
Sending a tag to someone
Chery Foy
It would be VERY beneficial to be able to recall the tags or (mentions) that I send out to others.
Shelby Parker
Hey Chery Foy, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on how you envision the recall feature for tags or mentions working?
- What specific information would you like to recall about the tags or mentions you send out?
- How frequently do you anticipate needing to recall the tags or mentions you send out?
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