ExpertConnect
Create
Log in
Sign up
Home
Feedback
Feature Requests
Changelog
Category
Uncategorized
Voters
B
Brian Wendricks
R
Robbin Campbell
T
Tyson Sanderson
C
Cody Warden
J
Jolynn Nissen
M
Mark S.
R
Roberta F.
Jeremy B.
M
Michael Johnson
W
William Hutchison
and 6 more...
Powered by Canny
16
Contact Routing 'Rules'
complete
J
Josie Burgett
The ability to route phone calls based on contact properties (Account #, Segment).
For example, contacts in the Segment "Region X" will automatically route first to Advisor X.
December 2, 2020
Payton Douglass
marked this post as
complete
Set routing rules to route calls to a specific team or advisor. Read more here:
https://feedback.agrisync.com/changelog/call-routing-rules
·
October 26, 2022
·
Reply
I
Ian Zimmerman
marked this post as
in progress
·
May 6, 2022
·
Reply
J
Josie Burgett
Merged in a post:
Assign a customer to an advisor
W
William Hutchison
Would it be possible to be able to add a main advisor to a contact so that when that customer calls in it would ring that advisor first then drop over to the rest of the team if not picked up.
February 15, 2021
April 20, 2021
Powered by Canny