Búsquedas recientes
No hay búsquedas recientes

Paul
Incorporación 16 oct 2021
·
Última actividad 22 oct 2021
Seguimientos
0
Seguidores
0
Actividad total
5
Voto
1
Suscripciones
2
RESUMEN DE LA ACTIVIDAD
INSIGNIAS
ARTÍCULOS
PUBLICACIONES
COMENTARIOS DE LA COMUNIDAD
COMENTARIOS DE ARTÍCULOS
RESUMEN DE LA ACTIVIDAD
Última actividad de Paul
Paul hizo un comentario,
We still really need this feature as this is a consistent manual task for us.
The email channel dictates where the customer found us and in particular for us dictates their geographical area. Their geographical area dictates their pricing.
We would use this feature to instantly assign an organisation to depending on where they sent the email.
We also run lists based off of organisation. I will not hide that as this is currently a manual task that sometimes the organisation is missed which leaves people out of our mailchimp lists and can also result in miscommunication around pricing due to the channel they used.
Ver comentario · Publicado 03 ene 2018 · Paul
0
Seguidores
1
Voto
0
Comentarios
Paul hizo un comentario,
Very much echoing the above our main interest would be to give a user an organisation based on the email address that their request comes in on. This would allow us to direct and order the enquiry in the best way. Right now we have to manually select an organisation based on where the email comes from.
As a secondary feature we also use custom fields in an organisation to populate fields within a macro.
This gives us the benefit of having one macro that can populate fields based on the organisation (and what we have in those organisation custom fields- which are different company names, website and phone number ) One such macro is the agent signature. We have one signature macro that signs off based on the organisation on the end user file.
Any questions around this please let me know as it would be great to have this feature saving us repeating what is currently a manual task.
Ver comentario · Publicado 24 jun 2017 · Paul
0
Seguidores
2
Votos
0
Comentarios