Who to Tag and When
Use these tags in CRM to route questions to the right team
Topic | Who to tag |
---|---|
Account Manager | |
Permitting | Alexis |
Utility | Andre |
Electrical | AndreVictor |
Design | Alexis |
HOLDS | AlexisShauna |
Escalations | Shauna |
Install Questions | Victor |
Invoices/Payments | Kaelin |
Service | Derrickservice@brighthomeenergy.com |
Sales Rep | General inquiries related to pricing |
Anything Else | ops@brighthomeenergy.com |