We currently organize all leads, site surveys, NLOS and LOS leads via the customer “Status” field in sonar.
The CSR takes the call and adds the new customer in sonar as a “Survey Needed Lead”
A field tech manually looks in sonar each day (when they remember) to see what new “Survey Needed Leads” are added. From there the tech changes the status to either “LOS Lead” or “NLOS Lead”.
Can we create notifications so when the tech changes the status to NLOS or LOS, it will send an email back to the CSR to then contact the customer with the results? Or, it could even trigger a customizable email directly to the customer.
This would REALLY streamline the office work from the customer phone call to getting them hooked up.