6 results found
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Group users by function for easy queue member mgmt
I'd like for AEs to be a group, SDRs to be a group, etc. So that I can manage all the different queues and their membership more easily.
15 votes -
Assign reps to queues at the rep level
If I have 1 AE who needs to be assigned to 4 different queues I have to select queue 1, add the AE. Select queue 2, add the AE. Select queue 3, add the AE. It would be easier if I could go into the AE's profile and add queue 1, queue 2, queue 3, etc.
8 votes -
Sort by admin status
Ability to filter user table by admin status or sort by admin status
2 votes -
Create a reporting only user role
It's frustrating that we have to give a user full administrative rights to view reports. If someone only needs reporting, they don't need the ability to every aspect of the product.
2 votes -
Ability to remove reps from queues when certain conditions are met
I've had a couple of requests recently to automate adding and removing reps from queues based on certain conditions within SFDC (e.g. remove a rep from the RR if the number of open ops in their name >10 and add them back in when it's <10). I'm currently working with them to use Zapier and our API endpoints, however it would be awesome if we could do this natively in-app.
2 votes -
Display SF User Name in addition to FN/LN & Email in User List
Often times, particularly for admins, there are multiple Users in SF with the same email address, but with different user names. Displaying SF user name in addition to Email & FN/LN would be helpful
1 vote
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