McLeod Customer Portal Ideas
Add a button to the customer portal that would allow the customer to contact their advocate. Once the customer presses the button, they would enter their name and contact information & possibly a reason code, and an automated email will be sent to the assigned advocate (in the customer file).
Another option might be they hit a button, and it would open an email addressed to CustomerAdvocate@McLeodSoftware.com (need to be created), and it would go to all the advocates. I think this could be expanded to all McLeod Contacts this customer is assigned to. Often customer do not know who their contacts are. They are given this information in the Kickoff recap, but they don't remember they have this information.
Coming Soon! An entire section about your McLeod team - advocate, account manager, sales team, etc.
I like this idea - with a slightly different twist. On the dashboard screen have a button for emailing account manager or customer advocate and on workorder listing page have each workorder line have a button to email the person that is working the ticket. I