
Lauren Giblin
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Recent activity by Lauren Giblin-
This would be extremely useful and I agree that not having this feature creates confusion.
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I have created a Macro called "Thank You Solve" it sets the status to Solved and adds a tag thank_you_solve or whatever you want to use that makes sense. I then exclude that tag from those Metrics....
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I just want to confirm that in order to pull over Opportunity details that the contact must be marked as the "primary" on that opportunity. We just found this out by testing a few out that wouldn't...
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Is there a place for Admins or Managers to see who's online or agents current statuses?
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Hey Jack! Do you remember how you got this to work? I'm working on this exact situation right now. Thanks!