Hello All, My organization is looking to implement Plans, and we were hoping to use it not only for Development use, but to track ticketing call campaign successes and progress, as well as track workers attached to the calls. Does anyone use plans in a similar way, or have general advice on configuring and setting up the feature.Thanks in advance!Nicolette
Hello Nicolette,
Our organization has developed a hybrid solution that offers callers a custom screen with all calling prompts and outcomes that update plans directly. It provides ease of use to the callers and speeds up the interaction. Reports and utilities were developed to assign leads and track financials. Our team uses it for both subscription and membership calling campaigns.
If you would like more information or to discuss, contact me directly at bbleile@national.ballet.ca .
Bethany
Sending you an email, too!