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Created by Guest
Created on Feb 9, 2022

Ability to assign alerted call to sales rep in CRM using an @REPNAME function

Requested by GSM at AMSI Sawgrass Infiniti


Sales Manager opens the client record in eleads (or any CRM) and would like to put in the notes of a call "assigned to @REPNAME" and have the alert closed and notes updated in CallRevu and the ability for the CRM to then task the REP with the call and a call out task


Ultimately the client wants an easier and quicker way to close alerts in their CRM.

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