How to prioritize on behalf of customers

Why is this important?
Client-facing teams in your organization can easily add customers to feedback & feature requests and change priorities on their behalf. This is perfect for account-managed SaaS business and those that have a lot of customer contact over the phone.

How to change customer priorities

When you are logged into your Receptive account, go to the settings icon and choose Customers from the list.

Select the customer account from the list.

Then choose the correct user from the Users panel:

This will give you a list of the user’s feature requests, the status of each one and their priorities set by the sliders. To change the priority of a feature request, click on the Edit button:

Change the priority of the feature(s) using the sliders then hit the Done button.



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