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.
답변 2개
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:)
