Service Engagement Hub
R
Ronald Choque
- Under WorkPlan to filter by advisor 2. to be able to sync Repair order numbers that are active (open) to search in the search box top right corner 3. to have complete button for CSI follow-up 4. Service Engagement Hub instead of a "Sales Hub" 5. Service lead to be active on Service side 6. enable text template to create & sent to customer 7. Text message not to be visible to public but to be able to use in the profile side.
Shelby Parker
Thanks for sharing all of this, Ronald Choque — really helpful context. I’ve passed these Service Engagement Hub items (WorkPlan advisor filtering, syncing/searching open RO numbers, a CSI follow-up “complete” action, Service Hub naming/visibility, service lead activation, and text template + private messaging needs) over to the team for review, and we’ll follow up if we need any additional details to make sure we’re tackling the right workflow.