Text proposal as salesperson
under review
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JR Rohe
When we as desk managers send a proposal to a customer, we can email it as the sales person but we cannot text it as the salesperson.
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JR Rohe
No we dont have a drop down on text proposals just for email proposals. we can text " as" the sales person but not text proposals.
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Jacob Coleman
under review
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Jacob Coleman
HI JR, thanks for the feedback! You should be able to text a proposal as a salesperson using the "Send As" dropdown on the Send Text Screen. Is that not working for you?
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JR Rohe
When we email a proposal to a customer there is a drop-down box where we can choose to send it as ourselves or as the sales person, when we text a proposal, there is no drop-down option so the texted proposal only can be sent as the manager.
We can text a customer as the sales person, we can email as the sales person we can email proposal as the salesperson we just cannot text a proposal as a person so it would make life so much easier if there was an option to send as just like all the other ways we can impersonate.
now if we need to text a proposal we have to print it out and give to sales person then they take a picture and text it that way.
Shelby Parker
Hello JR Rohe! I have a few more questions for you:
- Can you provide more details on how you envision the text proposal feature working?
- Are there any specific information or details you would like to include in the text proposal?
- What is the current process for sending a proposal to a customer via text and how would you like to improve it?