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Escalation Proceduure

  • February 10, 2025
  • 1 reply
  • 74 views

arcmon888

Hey guys im new here and i just wanted to know more about - How do you use custom fields in Front to create an escalation procedure for critical conversation? I would really appreciate if anyone can answer to this post thanks!

Archie

1 reply

annika_hanlon
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  • Fronteer
  • February 11, 2025

Hello Archie,

 

Thank you so much for your post! 🙂

 

You can use custom fields to assign Accounts a tier based on their priority. Once you have done this you can set up a rule that will move the conversations based on the Account custom field . Here is also an example of how this rule may look for you

 

Give this a try and let us know how you get on !