Escalation Proceduure

Question

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

annika_hanlon · Answer

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

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