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Wholesale-Solar
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evfishr on Outubro 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 Leia mais
Responder Idéia Workflows
126 avaliações positivas
48 Respostas
Wholesale-Solar
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Fevereiro 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...Leia mais
evfishr on Outubro 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 Leia mais
Responder Idéia Workflows
126 avaliações positivas
48 Respostas
Wholesale-Solar
Top colaborador(a)
Fevereiro 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...Leia mais
sketchism on Junho 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 Leia mais
Responder Idéia Meetings
158 avaliações positivas
37 Respostas
Wholesale-Solar
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Janeiro 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...Leia mais
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tfrewin on Outubro 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 Leia mais
Responder Discussão Developer tools
1 avaliações positivas
9 Respostas
Wholesale-Solar
Top colaborador(a)
Janeiro 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...Leia mais
Mary_Cheney on Março 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 Leia mais
Responder Idéia Tasks
85 avaliações positivas
83 Respostas
Wholesale-Solar
Top colaborador(a)
Setembro 09, 2020
@tjacksonbsc Totally agree here. They already have code and process in place for custom "Call & meeting types" and "Call outcomes". All we...Leia mais
MarkSRasmussen on Fevereiro 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 Leia mais
Responder Idéia Account Settings
221 avaliações positivas
102 Respostas
Wholesale-Solar
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Setembro 02, 2020
Insane.
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