Assigning leads to a role, rather than "user"
Z
Zach Smeltzer
This was sent to me from a current client in one of our sub accounts: "Instead of the assigned user being a person on our staff. I would prefer it to be a role--something like, “Sales Person”, or “Studio manager”, or “Head trainer”. And then I want to be able to assign my staff to roles. So when my Studio manager leaves, I don’t have to go into EVERY automation and opportunity to update the assigned user. I just change the person assigned to that role, and all assigned users in automations and existing opportunities gets updated automatically to the new person. I am going through this right now as our Studio manager at RR is leaving and we have a new one. I have spent HOURS today updating everything. When it really should have been as simple is changing the person assigned to that role."
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D
Divyam Bhadoria
Merged in a post:
Assign to user by group
T
Trevor Hopper
Our business relies heavily on the efficient assignment of leads to different user groups, lead managers, and sales representatives, and the current workflow management system is proving to be somewhat challenging, especially given our high employee turnover rate.
The feature I'd like to propose is the ability to assign user groups to specific workflows. Instead of assigning leads to individual users, it would be immensely helpful if we could assign leads to a designated user group and then configure workflows to automatically assign leads to any member of that group.
Here are a few reasons why this feature would be highly beneficial for our operations:
Workflow Flexibility: Given our high turnover rate and the frequent need to reconfigure workflows, this feature would make it much easier to adapt to changes in our team without having to manually update individual assignments. We could simply adjust the members of a user group, and the workflow would continue to operate seamlessly.
Efficiency: Assigning leads to a user group allows for more efficient utilization of resources. Leads can be automatically routed to any available team member within the group, ensuring that no opportunities go unnoticed or unattended.
Streamlined Management: This feature would streamline the management of lead assignments, making it easier to oversee the process without micromanaging each user's assignments. We could focus on broader group management and strategy.
Reduced Errors: Automation of lead assignment to user groups would significantly reduce the risk of manual errors in lead allocation. This is particularly important in preventing stale leads from slipping through the cracks.
In summary, the ability to assign user groups to workflows would not only enhance our workflow management but also improve the overall efficiency of our lead handling process. This feature would make our system more adaptable to personnel changes and significantly reduce the manual workload required for workflow adjustments.
We believe that the implementation of this feature would benefit not only our company but also other users who rely on your platform for their lead management needs. We appreciate your continuous commitment to improving your services and look forward to the possibility of seeing this feature in future updates.
Thank you for considering our feedback and suggestions. We look forward to your response and hope to see this feature become a reality in the near future.
D
Divyam Bhadoria
Merged in a post:
Add Teams As Trigger Option
B
Brett Morris
Would love the ability to assign data/contacts/requests/opportunities to an entire team. So if I had a team of 50 people that did sales, I could create all of the same triggers/functionality that a user can get, just at a team level. Very beneficial for people running large teams and different types of teams/departments (sales, support, service departments) instead of having to assign individual users to everything (and keep up with them when there is staff turnover, etc)
HIGHLVL-I-3055
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Rodolfo Ayala
Excellent Choice!
A
Aaron Rajchel
The CRM I use for my landscaping company has this ability and it is nice so you don't have to update the automations every time a role change occurs. I would add that there should be a toggle switch for this trigger that whoever performs the 1st action would become the assigned user and from then on the automation would apply to that user rather than the role. This would keep from multiple people being in the same role interacting in the process. Also, would need to be able to set it so that if there is no user in that role, it switches over to another role you can choose.
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Matthew Gerchow
Aaron which CRM do you use for your landscaping company?
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Shaun Maddox
This is such an great idea I can't even contain myself. How annoying is it to have to go into all of your workflows and change the user if you have somebody take over that position
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Rich Warren
I would even take this one step further to have the ability to assign contacts to departments, like sales team, support team, retention team, etc...