we need a Type for Receptionist, they are showing as BDC which we do not want.
L
LAURA LENHART
Type of Receptionist
L
LAURA LENHART
Receptionist only needs to see appointments and be able to look up a customer record, they answer the phones at the desk. No reports or any other roles.
Shelby Parker
Thank you for posting, LAURA LENHART! I have a few more questions for you:
- What specific functionalities or permissions should the 'Receptionist' type have that differ from the 'BDC' type?
- Are there any specific reporting or analytics needs for the 'Receptionist' type?
- How should the 'Receptionist' type interact with other roles within the CRM system?