2. Desks: Use Cases

Use Case #1: Managing Offices in Different Countries

Desks can be used to manage various offices across different locations or cities within the same country. For example, you can create separate desks for your offices in different cities or regions. If needed, you can isolate clients and ensure that employees from one office only see and interact with their local clients.

Use Case #2: Managing Different Departments

Desks can help streamline client workflows across multiple departments. For instance, a client can first be assigned to the Sales department (Desk), and once the sale is complete, the client can be transferred to the Retention or Analytics department. This helps ensure that each department has clear visibility into the clients they are responsible for at any given stage.

Use Case #3: Lead Segmentation by Source

If you have multiple sales channels—such as social media, website leads, and ads—you can use desks to segment clients based on their source. You can create separate desks for each channel, ensuring that clients are categorized accordingly. This process can also be automated through API integration, making lead segmentation more efficient and less prone to errors.