Is there a way for CSR's to mark/annotate or escalate opportunities to management easily and effectively? The opportunities are basically in one big "pot" and we prefer to have a best practice where only management is allowed to DISMISS opportunities. When the CSR makes either the last effort to close the transaction and the customer is either non-responsive after numerous attempts or they specifically state they are not interested, how can the CSR mark or flag the Opportunity for management to review and dismiss without either calling out in the office, sending an email, or interrupting meetings/calls for management to review. Basically, how can individual Opportunities be escalated for management only to ultimately dismiss?
