Managing customer follow-ups can be challenging, especially when team members change or leave. Sometimes, contacts get assigned to inactive or deleted users, which means important follow-ups might be missed without you even realizing it. Let’s look at how your system now handles user assignments to keep your customer interactions smooth and effective.

📌 Why This Matters

When contacts are assigned to inactive or deleted users, there’s a risk that no one responds to those customers. This can lead to delays, lost sales, or unhappy clients. Making sure contacts always go to active team members helps your business stay responsive and professional.

✨ What’s New

• Active User Validation: When assigning contacts, the system now checks if the user is active and skips those who are inactive or deleted.
• Clean Split Traffic Distribution: If a user is no longer active, they’re removed from the assignment process without disrupting how contacts are distributed among the remaining team.

🛠️ How to Use It

1. Step 1: Set up your workflow to assign contacts to your team members, using split traffic if you want contacts distributed among several people.
2. Step 2: Make sure to update your team member statuses regularly—when someone leaves or becomes inactive, the system will automatically skip them during the assignment.

💡 Pro Tip

By keeping your team member statuses current, you ensure every customer follow-up lands with someone ready and available—helping you close more deals and improve customer satisfaction.