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Wholesale-Solar
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Member since ‎Jun 10, 2017
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Chad Lancour

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Wholesale-Solar
Top Contributor
February 08, 2021
Reply to Workflow Round Robin - rotate leads evenly & in set order
@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
Wholesale-Solar
Top Contributor
February 08, 2021
Reply to Workflow Round Robin - rotate leads evenly & in set order
@DGoldman3 I would contact support about this and dig into the mechanics.
Wholesale-Solar
Top Contributor
January 14, 2021
Reply to Allow Meeting Time as a Personalization Token
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
Wholesale-Solar
Top Contributor
January 11, 2021
Reply to CRM Extension Timeout
@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
Wholesale-Solar
Top Contributor
September 09, 2020
Reply to Task Priority Status
@tjacksonbsc Totally agree here. They already have code and process in place for custom "Call & meeting types" and "Call outcomes". All we...read more
Wholesale-Solar
Top Contributor
September 02, 2020
Reply to Ability to disable users
Insane.
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