New Filter for "Notes"
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Beige Wildfowl
As a Salesmsg user I think it could be helpful if I had the ability to filter my inbox by who has notes in addition to the current filters.
Chris Brisson
Hey Beige Wildfowl, thanks for your feedback! I have a few more questions for you:
- What specific criteria would you like to use to filter notes in your inbox?
- How frequently do you anticipate using the notes filter in your daily workflow?
- Are there any specific types of notes or information within notes that are most important for you to filter by?
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Beige Wildfowl
Hey Chris Brisson, thanks for reaching out
- Anything that has notes we use them frequently internally to help keep track of customers and their wants and needs.
- I can easily see myself using this on a daily basis. Keeping track of dozen if not hundreds of customers can be a pain this would greatly help.
- Honestly so long as there is a notes filter that would be very helpful because then I could sort things out myself.