Outbox for Mentions (Tags) | Voters

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.

Cameron Cook

This would be nice! I noticed myself tagging sales reps to do missed follow ups, but I'd like to follow up on their behalf if the issue isn't resolved within a day. Noticed I couldn't remember who I had tagged for missing follow ups and really wish there was a way to see my sent mentions in alerts page.

For now I can resolved this by tagging myself, but this will fill in with any mentions I get returned.

Michele McCoy

Merged in a post:

customers i have notes in

Liz Pinedo

sometimes we want to get added to customers and we don't so it would be nice to be able to find said customers to send a second note to get added.

Shelby Parker

Hello Liz Pinedo! I have a few more questions for you:

What specific criteria or attributes should be used to identify customers you want to send a second note to?
How frequently do you need to send these follow-up notes to customers?
Are there any specific scenarios or examples where this feature would be particularly useful?

Michele McCoy

Merged in a post:

Mentions

Kristen Mullin

See who we mentioned, not just who mentioned us.

Silvia Santos

I would love to see this feature come to life! It's a hassle to have to find every cstomer you tagged someone in. This would be a game-changer.

Jacob Coleman

Merged in a post:

A List to show people we have mentioned

Hamda Guleed

I think it would be great to see who we have mentioned in profiles in the last month to make it easier to follow up and see if the mentioned individual has been in touch with the customer

Shelby Parker

Hiya Hamda Guleed, thanks for this post! I have a few more questions for you:

What specific information would you like to see about the mentioned individuals (e.g., name, contact details, date of mention)?
How frequently would you like this list to be updated or refreshed?
Would you prefer to have this list integrated into an existing feature or as a standalone report?

Nelson Paulino

Shelby Parker 142 votes!? What are we waiting for!? 🙄

Lisa Mitchell

Shelby Parker - speaking for myself, I want a list of mentions I made. Just like a source report or anything that would then let me click on the customer and see the work in progress. I can then see if the person I mentioned did what I asked.

Drew Adler

Merged in a post:

Tag History Tracking

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.

Shelby Parker

Hello Kristen Mullin! I have a few more questions for you:

What specific information would you like to see when viewing who we mentioned?
How frequently do you need updates on mentions?
Are there any specific platforms or channels where tracking mentions is most important to you?

Nelson Paulino

Shelby Parker What specific information would you like to see when viewing who we mentioned? -It is just that. We want to see THE MENTION we create and the customer related to it. It is very hard to remember who I mentioned at 9:00 am (or YESTERDAY), when it is already 7:00 pm, TODAY; How frequently do you need updates on mentions? Same than regular mentions or just like regular interaction FOREVER!

Nelson Paulino

Drew Adler

Merged in a post:

A way to pull up previous tags by person

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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