Hi
I am volunteering for a charity member organisation who (along with me) is very new to Dynamics CRM.
We have a website integrated to our CRM for new member registration and donations.
Though, due to COVID changes we are looking to set up a call routing system so if nobody is in the office, members can register a callback via the website.
Also, if a member calls, but can't get to a specific expert, the person taking the call can register a callback activity.
Naturally the callbacks should be categorised so they can be automatically assigned to specific staff and volunteers.
Can anyone in the community please suggest an option to manage this process?