How to request a new feature on behalf of a customer or prospect

When customers or prospects mention features via phone or email, Receptive allows you to quickly add them to the request and then move on - Receptive handles the rest.

Click "Suggest" from the top navigation.

Under the description box you'll see the text "Requested by you":

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Click the link (on "you") and a search box will open for you to tag a customer to that request:

Note: The names populated in this list will come from a few sources based on your setup. They may come from your Receptive integration, your Salesforce integration, and/or your manually created user list. 

Select the correct user's name and they will now be listed as the requestor. If the user isn't listed, you can create them by selecting "Add customer or prospect..." and fill out the form. 

You can now fill in the suggest form as normal.

After submitting the form, you'll be the "creator" on the request, but your name will not be listed under "Feature feedback" sidebar. Instead, the user that you tagged will be listed under the "Feature feedback" list.

 

Related:

How to add a customer to an existing request

 

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

 

 

 

Have more questions? Submit a request

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