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Safety Net: How And When To Use It

Safety Net - How to exclude manager & CSI communications from sales person customer follow-up stats (e.g. phone, email, and text)

Sean Perez avatar
Written by Sean Perez
Updated over 12 months ago

Safety Net is an option for communicating with clients that as a general rule should only be used by Sales Managers or those performing customer satisfaction initiatives such as follow-up calls. When 'Safety Net' is checked for a communication it does not get captured in the stats for a Sales Rep.

You may see Safety Net in any number of places where you are preparing to initiate a customer communication.

Example 1 - Communication Center - Send Email

Safety Net can be checked in the box at left just above the solid bar above the Email Formatting Tools; it is in the second line below the Subject line

Example 2 - Communication Center - Making An Outbound Call

Safety Net can be checked in the box at the bottom left just above the solid bar above the Call Tools navigation bar, within the outbound call setup process.

Example 3 - Communication Center - Send Text

Safety Net can be checked in the box at left just above the solid bar above the Text Formatting Tools; it is in the third line below in the header.

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