Reminders for callbacks
C
Cerise pink Jay
As a Salesmsg admin I would like my users to be able to create and receive reminder notifications for follow up's with customers. I would like this to be a pop up notification in the users account. i.e "Call David at 12:00 today".
Created by Sarah Hogan
Chris Brisson
@Cerise pink Jay Thanks for sharing this — makes total sense. Quick couple questions so we can understand the workflow you’re after: should these callback reminders be created by each user just for themselves, should admins be able to set them for other users too, or both? And for the notification, do you mean a pop-up only when they’re actively in Salesmsg, or should it alert them even if they’re not logged in? Lastly, what details does the reminder need to include to be useful (contact/customer, date & time, notes, etc.), and is it always tied to a specific conversation/thread?