Show "Impersonated by:" on Mobile
gathering votes
B
Brian Stalvey
When a teammate uses the dropdown to text “as __________” or another employee, the mobile app currently only shows that I sent the message - when I didn’t. There’s no way to see who actually impersonated me unless I log into the desktop version and dig around. This creates confusion, especially when multiple employees are involved in a deal.
This usually happens when a manager jumps in to help push a deal. But without visibility, it leads to double replies and unnecessary client noise. Recommend having "Impersonated by:______" added to mobile.
Activity Feed
Sort by
Michele McCoy
gathering votes
Michele McCoy
under review
Brian Stalvey, thank you for writing in. You should see who impersonated the message in the lower right corner of the logged message on the Customer Deal Card (see the image below). And in Conversations, it can be seen in the lower left corner (see image below). Please let me know if you are not seeing this.
C
Caitlyn Wetherald
Michele McCoy I think he may mean on mobile
Michele McCoy
Caitlyn Wetherald: Thank you! That helps.
Shelby Parker
Hiya Brian Stalvey, thanks for this post! I have a few more questions for you:
- How often does this issue occur, and does it affect a specific group of employees more than others?
- Are there any specific scenarios or times when this impersonation feature is particularly problematic?
- Would you prefer a different method of notification or alert when someone texts on behalf of another employee?