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jaysonavani
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Member since ‎Feb 13, 2020
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Jay Sonavani

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Activity

daniloguerra on August 02, 2021
Send communication to custom object record
Today, we can only send communication (email marketing) to either contacts or companies, however, I have some use cases that I need to create a custom object called channel partners that CAN be neither contact nor a company by definition. And by hav read more
Reply Idea Marketing Emails
40 upvotes
24 Replies
jaysonavani
Participant
December 22, 2021
We too have setup a custom object for our business usecase. However, we don't have an option to send automated emails on the custom object. Kindly su...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
126 upvotes
48 Replies
jaysonavani
Participant
July 20, 2020
@spogue - I was also needing this feature, but since there was no direct way to do this - I tried few workflows. You can try and see if that works ...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
126 upvotes
48 Replies
jaysonavani
Participant
July 20, 2020
@spogue - I was also needing this feature, but since there was no direct way to do this - I tried few workflows. You can try and see if that works ...read more
Solved
bethannon on June 12, 2018
View email replies on one page?
I've searched around, but not finding anything about viewing email replies. Hubspot is amazingly great at notifying me about opens of my emails, but I'm not finding a single page (like an inbox) where I can view all the replies to my outbound emails read more
Reply Discussion
3 upvotes
5 Replies
jaysonavani
Participant
February 13, 2020
I agree with @bethannon , being an intuitive CRM it should also allow users to see all your inbox replys at single place with an ability to reply b...read more
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