This is a must have! I have been transferred many contacts and I am unable to see notes that have been made by admin or past holders of the account. I am having to have conversations with contacts who are already a few steps ahead and I can sense frustration on their end due to 'going around in circles'. This would be avoided if I was able see what the last point of contact was.
Jade
This is a must have! I have been transferred many contacts and I am unable to see notes that have been made by admin or past holders of the account. I am having to have conversations with contacts who are already a few steps ahead and I can sense frustration on their end due to 'going around in circles'. This would be avoided if I was able see what the last point of contact was.