Add multiple agents to one contact
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Kimberly Mojica SV
Add the ability to assign multiple staff to a contact and been able to assign roles as well as specific access to fields depending on the role.
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Chris Ball
So agree with this. I have a workflow that I am building where I need to be able to assign different users to different roles on the contact. I want to be able to create custom field type 'User Contact Role' then be able to have that prepopulate the options with my users.
I need to have Roles like [Admin] [Sales Support] [Consultant] each are specific to the contact.
Finally these Contact Roles need to be available in the Workflow so that I can assign tasks to them in the Dynamic Role i.e. send to [Admin] or send to [Sale Support]
This is game changing for workflow management. Also for communications were a stage maybe completed, the [Consultant] needs to know but the [Admin] as the task to do...
This actually opens up a whole new sector of the market beyond just marketing when it comes to CRMs
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Ammon Allen
This is a must, we often need this when assigning a training case e.g. Trainer and Trainee are working together with a client.
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Sheikh Mishu
I was looking for a group conversation between 1 contact and multiple team members. Currently I can assign only 1 team member to 1 contact and they can communicate right? I want multiple team members to be able to communicate to 1 single contact. And I want to restrict those team members to that contact only. So essentially it’s multiple assignment functionality.
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Scott Hunt
Yes! This is also so important for the privacy of a contacts info!