CONTACT PASSLISTING ACROSS DIGITAL CHANNELS

    公开(公告)号:US20220247724A1

    公开(公告)日:2022-08-04

    申请号:US17162821

    申请日:2021-01-29

    Abstract: Disclosed herein are system, method, and computer program product embodiments for capturing incoming communications from a sender across multiple channels, and determining whether to include those communications from the sender in an inbox using a waiting room. The waiting room lists unknown senders, and allows a user to add the senders to a blocklist, where the sender's communications are omitted from the user's inbox, or to a passlist, where a new CRM customer record is created for the sender. With the CRM customer record created, future communications from the sender are matched to the CRM customer record and permitted for inclusion in an inbox. This way, recipients can prioritize customers (or other high-value communications) within their inbox based on a corresponding existing CRM customer record, while simplifying the capture of those CRM customer records.

    Contact passlisting across digital channels

    公开(公告)号:US11863525B2

    公开(公告)日:2024-01-02

    申请号:US17162821

    申请日:2021-01-29

    Abstract: Disclosed herein are system, method, and computer program product embodiments for capturing incoming communications from a sender across multiple channels, and determining whether to include those communications from the sender in an inbox using a waiting room. The waiting room lists unknown senders, and allows a user to add the senders to a blocklist, where the sender's communications are omitted from the user's inbox, or to a passlist, where a new CRM customer record is created for the sender. With the CRM customer record created, future communications from the sender are matched to the CRM customer record and permitted for inclusion in an inbox. This way, recipients can prioritize customers (or other high-value communications) within their inbox based on a corresponding existing CRM customer record, while simplifying the capture of those CRM customer records.

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