Would be great to save lists to "trips" that you could call back up--something like the add to Campaign, but would work with Accounts.
It would be great to save lists to "Trips" that you could call back up--something like the add to Campaign, but would work with Accounts. "Trips" should be a reportable object within Salesforce.
Lisa Clossey
shared this idea
We are confused by the term “Trips”. Can you clarify?
From the description you gave, it sounds more like you are looking for a way to save lists of data you map in order to retrieve them again, but allow them to be against any objects (e.g Accounts) and not just leads/contacts like Add to Campaign. Is that right?
Regardless of the name, it’s the ability to let you take results from the map and save them off somewhere so you can utilize them again, is that right?
If this is the idea, we do like it, but might call it something generic like a “List”, but we get the idea.
Another idea, if you like it…
Salesforce currently has a feature (kind of new) called Topics for Objects. Suppose we were to have Geopointe check whether you’ve enabled topics for the object you are mapping and, if so, allow you to give them a topic. Topics are like an ad-hoc grouping of records. Every topic has a Topic page where you can see the records with that topic and their Chatter feed. Thoughts?
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John Schneider
commented
Also, if we could set the sharing rules on said list based on role, it would allow managers to see where a rep is headed to and the rep could share with their assistant if desired.
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John Schneider
commented
I agree with Lisa, the ability to take results from the map and save them into a grouping (whether through List of Topic) would be frequently used by our Sales Reps preparing for a trip to visit multiple locations that they may not have set appointments with.