call tree id | Voters | ExpertConnect

call tree id

complete

to know what option customer pressed when calling in so if advisor is on multiple teams and trees you know what customer is calling in for

Payton Douglass

marked this post as

complete

Cheri Klussendorf

Hey Jesse, you will find this within a ticket at the top of the all activity tab or under a customer voicemail in the all activity tab

Ian Zimmerman

marked this post as

in progress

Payton Douglass

marked this post as

planned