The idea here is to add the ability to set up inbox views using company tags as filter criteria.
- This would help reduce the need to create workflows to tag conversations based on company tags to allow for views filters based on company attributes. (reduced overhead on system automation)
- When a specific team needs to review all conversations for a company (i.e. RC or Beta Candidate).
- For B2B orgs, company attributes and tags take front seat vs user or lead attributes and tags.
Use case:
Customers who agree to take part in a RC or Beta type Program are entitled to elevated support during that specific cycle. In practice, that means that specific team reviews every incoming case for those customers who are participating in the current RC or Beta cycle to determine if the customer's issue is or is not related to the current RC or Beta.
- If it is they can grab it, move it to their specific inbox and work it as they will be better suited to help the customer.
- If it is not then they can leave it in its current inbox and let it run the normal support cycle.