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Best Practices

Scripts Assigned to Initiatives, not by Campaigns

19

Often one campaign will have different initiatives assigned to it that would require different scripts. Assign scripts to initiatives, not just campaigns.

Edit Data View Permissions without Logging in as user

7

Here is a suggestion which saves a lot of time. An administrator should be able to set data view permissions for any employee without having to log in as that user.

Ability to edit fields displayed in manage employee screen and mass update employee fields

2

It would be a great benefit to be able to view more than the static fields displayed in the Edit employee screen.

Lockdown of a field

3

I think the system needs an option to lock down a field so that agents can only add to this notes field and cannot delete it. So there are continuous notes being added to an account.

Live Instant Message Chat with Support

13

I think the Support Department should have a live chat application within their support link. I think it would be helpful for both customers and for InsideSales.com.

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