Contact Routing 'Rules' | Voters

Contact Routing 'Rules'

complete

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

Ian Zimmerman

marked this post as

in progress

Josie Burgett

Merged in a post:

Assign a customer to an advisor

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.

April 20, 2021