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

Select "Customers" from the left-hand navigation.

customersmenu.jpg

Select the customer account from the list.

Scroll down to the "Users" panel and select the relevant user.

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Click on the "Edit" button on their profile.

userjoe.jpg

Change the priority of the feature(s) using the sliders. It will save automatically.

joepriorities.jpg

 

 

 

Any questions? Email support@receptive.io or use the form here.

 

 

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