Completing tasks often means sending follow up emails and letters. We include secondary functionality in the CRM that allows users with the right privileges to send mail merges (email, letter and SMS) on behalf of others. The recipient doesn’t know any different which makes this functionality perfect for those agents operating with personal assistants or in offices with a strong focus on sales admin.
Both assume identity and send on behalf of user rights are strictly permissions controlled.
Once you’ve assumed another user’s identity, you see the dashboard as if you were that user. You can also review and complete tasks on their behalf.The assume identity feature allows managers to understand, from an agent’s own perspective, how active they are at doing the work that gets you more listings and sales. Lots of overdue activities may indicate an overloaded agent, or it may indicate a lax approach to follow-up. Few scheduled follow-ups may show an agent isn’t active in setting tracks and reminders for best practice.