Hey everyone,
I'm currently exploring the best way to efficiently route emails from our main company channels to region-based workspaces and could use some insights and suggestions from the community.
Here's the context: We utilize the email address sales@ourcompany.com as our main point of contact, which gathers web forms from our website. These web forms include a field indicating the country/region of the customer.
Currently, we have a company rule in place that assigns certain countries to specific team members. However, we're looking to revamp this process to enhance efficiency and streamline operations.
Ideally, we envision a solution where emails are first routed to a designated workspace based on the region indicated. From there, the workspace would apply specific rules tailored to that region, such as assigning quote requests to the appropriate Sales Development Representative (SDR).
If anyone has experience or suggestions on how to set up such a workflow within Front, I'd love to hear your insights. Any advice on best practices, potential pitfalls to avoid, or alternative approaches would be greatly appreciated!
Looking forward to learning from your expertise.
Warmest regards, Hannah :)
