PRICE DROP TASK
gathering votes
V
Vicky Ducharme
Can we create a task for BDC reps when the price drop alert goes out- email/text/call task?
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Vicky, thanks for the feedback! We recently released an enhancement to Price Change Emails where we can also send a Notification to everyone on the deal when the price drops. Would that help with what you're trying to do, or do you specifically want a task that would appear in the workplan?
V
Vicky Ducharme
It should create a task when for the BDC REPS and salesperson, if they have already been in the showroom or have an active appt, when they have a matching customer with the stock #
Shelby Parker
Hey Vicky Ducharme, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on how you envision the task being triggered by the price drop alert?
- What specific actions would you like the BDC reps to take once they receive this task?
- Would you like this task to be assigned to specific BDC reps or should it be available to all?