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JRubino
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Member since ‎Mar 15, 2022
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Jim Rubino

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Maarten_C on June 29, 2018
Rotating leads with fixed distribution percentages
Hi, We're currently stuck with the following scenario: We want to distribute leads randomly to reps A, B and C. Rep A receives 20% of leads, rep B 40% and rep C 40%. This is currently not possible in the system. The random attribut read more
Reply Idea Workflows
92 upvotes
39 Replies
JRubino
Member
April 13, 2023
Upvoting this as well. I wish we could assign percentages somehow in the "Rotate Record to Owner" workflow step. I was able to accomplish this with ...read more
YiRui_Chua on February 18, 2021
Allowing ticket properties in contact workflow
Hi! Writing this for a customer here. When a ticket changes stages, there will be times when different emails need to be sent out to different stakeholders. Currently under ticket automation, we only allow emails to be send out to all contacts asso read more
Reply Idea Workflows
76 upvotes
18 Replies
JRubino
Member
March 15, 2022
Upvoting this too and adding my use case as I'm sure others have experienced this. I would like to match SDR/Contact Owner on the Contact to the Tic...read more
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