The emails that come into the system are enquiry email, and my team of 3 manage them, but there is no reporting on this at all due to the fact they are just flaged in outlook. I would rather use the sales force tasks to create as task for each email and have tracking on it.
to acheive the following:
- Review how busy people are in the team
- Correctly assign the task to the right person
- Look at team resource and what people are enquiring about.
Tasks, my not be the best way to do it but open to suggestions.
2 risposte
You could use Queues for assigning the emails as they come in. you can have one user per queue. Then use a Visualforce page or process builder to build a flow. Your flow can add the task to your individual users.
Hope this leads you in the right direction:)
