Tasks will reset after each Visit from the Customer
gathering votes
E
Emily Baker
It would be helpful if a customer has MORE than one showroom visit, that our visit follow up task schedule would start over upon the second, third, etc. check-in. Sometimes follow ups get missed if a customer comes in months after their visit showroom visit and there is no notification or follow up task scheduled.
Shawn Goebel
gathering votes
Shawn Goebel
Emily Baker Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shawn Goebel
Merged in a post:
Multiple Visit Follow Up Tasks
E
Emily Baker
It would be helpful if a customer has MORE than one showroom visit, that our visit follow up task schedule would start over upon the second, third, etc. check-in. Sometimes follow ups get missed if a customer comes in months after their visit showroom visit and there is no notification or follow up task scheduled.
Shawn Goebel
Merged in a post:
Multiple Visit Follow Up Tasks
E
Emily Baker
It would be helpful if a customer has MORE than one showroom visit, that our visit follow up task schedule would start over upon the second, third, etc. check-in. Sometimes follow ups get missed if a customer comes in months after their visit showroom visit and there is no notification or follow up task scheduled.
Shelby Parker
Thank you for posting, Emily Baker! I have a few more questions for you:
- How frequently do customers typically visit the showroom multiple times?
- What specific follow-up actions would you like to see triggered after each subsequent visit?
- Are there any specific timeframes or conditions under which the follow-up tasks should be reset or adjusted?
Shelby Parker
Hiya Emily Baker, thanks for this post! I have a few more questions for you:
- How frequently do customers typically return for multiple showroom visits?
- What specific follow-up actions would you like to see triggered after each subsequent visit?
- Are there any particular timeframes or conditions under which follow-up tasks should be reset or adjusted?
E
Emily Baker
Shelby Parker Hi!
1) For us particularly, ALL THE TIME. Whether its a few days or a few months later.
2) I would just want the follow up task schedule we already have in place to start over.
3) I would say they should reset anytime there is a new check-in!
Shelby Parker
Hiya Emily Baker, thanks for this post! I have a few more questions for you:
- How frequently do customers typically return for multiple showroom visits?
- What specific follow-up actions would you like to see triggered after each subsequent visit?
- Are there any specific timeframes or conditions under which follow-up tasks should be reset or adjusted?