Suggestion, tasks in CRM
Hi,
First of all let me say that we are very pleased with Livedesk.
A suggestion related to the CRM integration:
The feature to set up a automatic follow up task in CRM is great. Especially when the chat was unattended.
I suggest that you make it optional for this task to occur if the chat has been attented. Often when a chat is attended there is no need for a follow up, and if there is then the agent can set this manually.
What often happens is that a chat is attended, the system automatically set the follow up task in CRM and the agent forgets to close down the task because there was no need really for a follow up task since everything was sorted our during the chat session.
Thx
Bo
First of all let me say that we are very pleased with Livedesk.
A suggestion related to the CRM integration:
The feature to set up a automatic follow up task in CRM is great. Especially when the chat was unattended.
I suggest that you make it optional for this task to occur if the chat has been attented. Often when a chat is attended there is no need for a follow up, and if there is then the agent can set this manually.
What often happens is that a chat is attended, the system automatically set the follow up task in CRM and the agent forgets to close down the task because there was no need really for a follow up task since everything was sorted our during the chat session.
Thx
Bo