Working as an Effective Team
Team working is possible on SMS Magic Converse App features such as conversation assignment, view related conversation, round robin assignment etc. Below are key use case to work as a effective team.
| Team Specific | Use cases | How to Get Started |
| Sales | How to Assign Conversations ?: Morgan figures out a salesforce queue with Rony’s help and he got ben and john included there and now he wants to assign conversations to queue | Use the “Assign Conversations” feature to assign the single or bulk conversation to a queue or user |
| Sales | How to do Round-robin Assignment ?: Morgan has figured out that queue setup is taking time and he wants leads to be assigned in a round-robin fashion to agents | Round robin and queue setup, both are configurable, contact at care@screen-magic.com |
| Service | Canned Templates: Thomas is allowed to communicate to customers using canned responses only | Canned responses use pre-defined templates, configure it in conversations sections in Settings |
| Marketing | Bulk Campaigns: Seema runs bulk campaigns to list of leads and nurture them with automation | Bulk SMS feature with trigger sources can fulfill this use-case |
| Marketing | Recurring Messaging: Seema uses the marketing plan to run SMS scheduled recurring campaigns across weeks | Use the “Schedule” feature on Bulk SMS on the list, reports, salesforce campaigns & campaign manager |
| General | Related Conversations across Objects: John was working along with Thomas on one customer issue and he wants to see all communications to customer across salesforce org | With “Related conversations” you can pull up parent and siblings conversations |
| General | Templated Messaging: John wanted multiple predefined templates with merge fields | Set Object-specific templates and use information objects for cross objects merge fields |
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