Transfer of activities in transferred customers
S
Shaun Omalley
hey team, its crucial we have all of the actions and conversations be included when we tranfer customers from the buy center to the stores. we're sending these leads without context and it's creating substantially more work.
Shelby Parker
Hey Shaun Omalley — really appreciate you flagging this, and totally hear you on how disruptive it is to send a transferred customer over without the full context. To make sure we’re tracking the right gap, could you clarify which “actions and conversations” you need to come through on transfer (e.g., call logs, emails/texts, notes, tasks, appointments)? Also, when should the store be able to see that history — right away as soon as the transfer happens, or only once they open the customer record? And lastly, are you seeing this for every transfer, or only in certain cases (specific stores, lead sources, or only recent activity)?