An effective communication and collaboration channel is important for your teams’
success. Field reps, supervisor, and head office users can work from different locations. As a
result, they require a communication channel to share information such as business strategies,
selling messages, team updates, customer-related information, and user-specific tasks. Effective
communication across the team motivates team members and improves internal processes, in-store
preparation, and task completion.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
Information can either be notification or tasks.
- Notifications
- Supervisors can create and assign notifications to communicate important information to
the team. The workflow of a notification includes:
- Supervisor sets up notifications for a sales team member to communicate some
important information.
- Sales reps read notifications, and mark them as either read or unread.
- Tasks
- Tasks can be set up by either a supervisor or users for themselves along with a priority
and a due date. Tasks must be completed before a specified due date. Supervisors can
monitor tasks and the tasks' statuses that are assigned to their team members.
