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Quorum Ideas Portal
Status Shipped
Workspace DealerMine
Categories Call Select
Created by Cindy Larmond
Created on Mar 20, 2023

Automated Call Select Buckets

I like to have subgroups underneath the maintenance buckets

1 for texting, 1 for email & 1 for calling

In the texting bucket I would like Batch Templates to go out to customers, that automatically populate "Recommended Maintenance"

If customers do not respond, I would like these customers to move to the email bucket, and eventually with no further response, they would be moved into the calling bucket.

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