Salesperson Default Reply
gathering votes
M
Mason Felter
I would like to see all outbound messages automatically default to either the salesperson assigned or the last person who messaged to avoid confusion with the new updates. As managers attempting to impersonate it is easy to inadvertently either send as ourselves or select the wrong advisor.
J
Jamie Grice
Also have BDC user as default when they are logged into their own account.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Mason, thanks for the feature request! We'll continue to monitor this for feedback, and you'll receive updates automatically.
G
Greg Jones
Yes, please!!