Associating your team members with your customers will enable Broadly to report on your team’s performance. By tracking how customers are reacting to your team’s performance, you can quickly identify team members who may not be measuring up to expectations and offer them training or assistance to get them back on track. Alternatively, you can identify team members who are going the extra mile, highlight their work, and make them feel valued. You can even make your internal review process something of a game, creating weekly or monthly contests to encourage your employees to advocate for customer reviews.
Associate Team Members through an Integration
If your customers are automatically added into Broadly, please get in touch with Broadly Support to see if your integration supports associating customers with team members.
Associate Team Members through the Broadly App
If your customers are being added into the Broadly app manually, you must:
Invite all members of your team to the Broadly App. Check out our article on Adding & Editing Team Members for assistance.
Assign the Assisting Team Member when Adding Contacts into the Broadly App.
Check out our article on Viewing Team Performance to see how your team is generating reviews.