New User First Time Login Notification
under review
M
Monte Tareski
It would really help the sales process to know when a new dashboard user logs in for the first time (Triggered with a first-time password set). It is so frustrating to have to ask the client(s) if they've logged in yet. It would be an amazing part of the sales process if we could send them a message soon after they log in to set up a training or answer questions.
Log In
Team Vendasta
updated the status to
under review
Thanks for this feedback, Monte! We're currently making improvements to the whole workflow for inviting a business owner and surfacing this important information in better ways. We'll discuss this as a part of our planning.
In the meantime, I know it's a bit more of a proactive step than a notification, but you can check under the contacts for a company in the CRM to see when their last login was.
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