Service Follow-Up Paths or Custom Campaigns
P
Phillip Gill
This would be the ability to start a service "deal" that focuses on the service bdc role to assist in creating custom campaigns for service BDCs to have follow-up steps on without impacting the sales information on the customer profile.
Shelby Parker
Hey Phillip Gill, thanks for your feedback! I have a few more questions for you:
- What specific follow-up steps or actions would you like the service BDCs to be able to perform within these custom campaigns?
- How do you envision these custom campaigns being triggered or initiated within the CRM system?
- Are there any specific metrics or outcomes you would like to track as part of these service follow-up campaigns?