Throughout the day both salespeople and managers may receive notifications from CoachBot. These contact groups determine who sees which messages.
The first contact group is “Sales Support”. Whoever is added to this group will see the tier 1 notifications being sent to salespeople. These notifications include when conversion rate or engagement rate is slightly low. Most clients do not use this group and the messages simply go to the salesperson without notifying anyone else.
The second contact group is "Manager Support". Whoever is added to this group will see the tier 2 notifications being sent to salespeople. These notifications include when conversion rate or engagement rate is significantly low. For most clients this group includes managers. Therefore you would create one Manager Support Group for each location and add just the manager (you do not have to add salespeople). You can add more management users if you want.
Once you have these two groups established, you have to assign them on a per user basis. Click here to learn more about creating/editing users including their contact groups.
To add/edit groups:
- In the administration section of the Salespath menu, open up the “Contact Groups” tool. Once there, you will have the option to create a new group, or edit an existing contact group. Generally, all contact groups will have been created already during the implementation process, so to add a user to one of the existing groups, click the “edit” button next to the desired group.
- Next you will see an option to “Manage Members”. Either type in the name of the employee you would like to add to the group, or scroll through the list shown. Once you have found the employee you were searching for, click the check box to the left of their name. Finally, click the save button. Now they have been added to the group.