Liaison EMP

Touchpoint searchable by who CREATED the touchpoint

It would be amazing to created a group based on who created a touchpoint. We have weekly goals for calls and when a call is made a touchpoint is added. The goal, unfortunately, will only add to-do's for the rep assigned to that student, not to the person that made the call. So for telecounsel it would be AWESOME if we could track accurately how many calls they made in certain timeframe regardless of who the rep is.

  • J.R. Rogers
  • Apr 30 2018
  • Community Discussion
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