Calls between Advisors, Teams and Locations inside Expert Connect | Feature Requests

Calls between Advisors, Teams and Locations inside Expert Connect

Colton Ladyman

We need to be able to communicate through expert connect between various Teams, Locations, and Departments. Right now if a call is made to an Advisor inside expert connect, it calls their cell number and does not ring the app.

April 22, 2024

Lynne Morton

Create ticket with another internal team and chose which is the advisor and which team/advisor is the customer

Michael McCone

Lynne Morton sounds like a lot of setup to be able to directly call anybody at the company on EC at a moment's notice.