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Wholesale-Solar
Top Contributor
Member since ‎Jun 10, 2017
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  • solutions
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  • Replies
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  • Upvotes Given
    97
  • Upvotes Received
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Chad Lancour

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Activity

evfishr on October 11, 2018
Workflow Round Robin - rotate leads evenly & in set order
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot read more
Reply Idea Workflows
118 upvotes
45 Replies
Wholesale-Solar
Top Contributor
February 08, 2021
@mollyc123 Those are some good edge cases to consider. Cases that I'm pretty sure are not handled by round robin. Perhaps some workflow feat...read more
evfishr on October 11, 2018
Workflow Round Robin - rotate leads evenly & in set order
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot read more
Reply Idea Workflows
118 upvotes
45 Replies
Wholesale-Solar
Top Contributor
February 08, 2021
@mollyc123 Those are some good edge cases to consider. Cases that I'm pretty sure are not handled by round robin. Perhaps some workflow feat...read more
sketchism on June 13, 2019
Allow Meeting Time as a Personalization Token
Given that there are limitations to Meeting Notifications, it would be ideal to allow a "Meeting Time" option available as a personalization token that can be used in multiple settings. This could even be included as part of the existing "Last Meeti read more
Reply Idea Meetings
119 upvotes
28 Replies
Wholesale-Solar
Top Contributor
January 14, 2021
Hey @Roger 1. Create a property on the contact object to store that will store the "meeting url" 2. Create a workflow, trigger criteria Owner...read more
Solved
tfrewin on October 18, 2017
CRM Extension Timeout
Hi I’m getting a request timeout on lots of my CRM extension calls. It appears that the timeout is set to around 2-3 seconds. On average, my JSON response takes a bit longer to than that due to the complexity of the calls I’m making to a third par read more
Reply Discussion Developer tools
1 upvote
9 Replies
Wholesale-Solar
Top Contributor
January 11, 2021
@SamKreeke We had to build multiple layers of object caching on our backend... Users still get timeouts when requesting items that take longer tha...read more
Mary_Cheney on March 17, 2017
Task Priority Status
Would love to see an option when creating tasks to assign an urgency level. It would be great if those tasks were color coded for the reps receiving the tasks or just some so of visual like a column dedicated to Urgency Status so that they ca read more
Reply Idea Tasks
85 upvotes
82 Replies
Wholesale-Solar
Top Contributor
September 09, 2020
@tjacksonbsc Totally agree here. They already have code and process in place for custom "Call & meeting types" and "Call outcomes". All we...read more
MarkSRasmussen on February 20, 2017
Ability to disable users
When users leave the company we want to remove their access to HubSpot. If we delete a user, their names are deleted from history. e.g. "User A created a Note" will no longer contain User A's name, but rather an internal number identifier, rendering read more
Reply Idea Account Settings
213 upvotes
102 Replies
Wholesale-Solar
Top Contributor
September 02, 2020
Insane.
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