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Kimberly Danner

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  1. Join all team members into client's Speak room

    19 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Kimberly Danner supported this idea  · 
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    Kimberly Danner commented  · 

    We are a team of 11. It would be helpful if the entire team could see all speak messages regardless of whether or not the team member has joined the chat room. That way, if a member of the team is out on vacation and a client is trying to message that team member, all team members will be able to see and respond to that client or customer

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