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AFukumoto
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Member since ‎Jun 22, 2022
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Alyssa Fukumoto

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AFukumoto on October 12, 2023
Manipulating Round Robin Action in Workflows
Is it possible or is there a workaround to manipulate the round-robin action in workflows to give one person more leads? We want to round-robin inbound contacts between Sarah, Jake and Courtney but we want Sarah to get 3 contacts before going t read more
Reply Discussion RevOps SalesOps
1 upvote
2 Replies
AFukumoto on February 09, 2023
After hours automation
We have SDRs only in the US at this time so we have built a workflow to send follow up emails from international contacts and would like the workflow actions to stop from ever occurring (not pause and continue at 5 pm) if the contacts enter outside read more
Reply Idea Workflows
0 upvote
0 Reply
Solved
AFukumoto on July 29, 2022
Need a workaround for tracking revenue created not just closed in Goals
Our SDR goals are based on the amount of revenue created and deals created. If I'm using the Goals feature under Tracking & Analytics, I can't set up a goal to see how much revenue each SDR is generating, I can only track deals created, revenue read more
Reply Discussion Workaround
0 upvote
5 Replies
AFukumoto
Participant
August 02, 2022
Thanks @danmoyle ! This would work for us for now!
Solved
AFukumoto on July 29, 2022
Need a workaround for tracking revenue created not just closed in Goals
Our SDR goals are based on the amount of revenue created and deals created. If I'm using the Goals feature under Tracking & Analytics, I can't set up a goal to see how much revenue each SDR is generating, I can only track deals created, revenue read more
Reply Discussion Workaround
0 upvote
5 Replies
AFukumoto
Participant
August 02, 2022
Thanks @danmoyle ! This would work for us for now!
Solved
AFukumoto on July 29, 2022
Need a workaround for tracking revenue created not just closed in Goals
Our SDR goals are based on the amount of revenue created and deals created. If I'm using the Goals feature under Tracking & Analytics, I can't set up a goal to see how much revenue each SDR is generating, I can only track deals created, revenue read more
Reply Discussion Workaround
0 upvote
5 Replies
AFukumoto
Participant
August 02, 2022
Thanks @danmoyle ! This would work for us for now!
taylorfriss on April 05, 2018
Change Contact Owner if Meeting Booked
A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar read more
Reply Idea Meetings
181 upvotes
46 Replies
AFukumoto
Participant
July 26, 2022
Would really love this feature as it would automate our process now.
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