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New Idea

Provide an option to make users Follow/Unfollow the companies in bulk

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  • February 27, 2022
  • 3 replies
  • 117 views

Currently, we do not have a way to make the users in a tenant to follow/unfollow companies in Bulk. A workaround to do this is via Sally which will let the users to follow/unfollow the list of the companies, however, for the others who do not use Sally, we don’t have an option to do that in Bulk.

3 replies

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+1 to this feature request. I would add on that it would also be beneficial for CSMs to be able to view accounts they “follow”. I understand we can report on assigned accounts, but if a CSM wants to “follow” various companies, it would be awesome to have a dedicated place to list all “followed” accounts in NXT.

 


benwanlessmenlo
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 115 replies
  • September 27, 2022

I’m also gonna upvote this. I think the Follow feature is great, but it is sorely underutilized. It would be great for a CSM to get a Digest via email of the goings-on of their customers. And the only way right now is to have them manually click follow for each Company.

 

Additionally, it would be great if there was an API endpoint to call and reference an User email to Follow/Unfollow a Company, this way we could set it up programmatically.

 

Best,

Ben Wanless


liam_nicholls

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