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rjbudding
Participant | Diamond Partner
Member since ‎Mar 3, 2020
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Robert-Jan Budding

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jbogaert on June 08, 2022
Growth-Driven CRM: How to prevent CRM implementation failures June 22, 10 AM (EDT) Watch On-Demand The CRM is the most fundamental building block of your Revenue Engine. However, the cold, hard truth is that ~ 50% of CRM im read more
5 upvotes
2 Replies
Participant | Diamond Partner
June 23, 2022
Hi Jan, Was a great presentation yesterday. Do we get the promised slides/recording via email or are they posted here? Thanks!
rjbudding on May 10, 2022
Hi We have an Inbox that has Forms connected. The Forms have an onwership routing rule of Contact Owner first, if Unknown then Team A. What happens is that when a new form gets submitted, and a new contact + company needs to be created, read more
0 upvote
3 Replies
Participant | Diamond Partner
May 11, 2022
Thanks for your reply! Yes, that is part of the issue. The rules are: First Contact Owner, Else Team. But Contact Owner, for new contacts, is s...read more
rjbudding on May 10, 2022
Hi We have an Inbox that has Forms connected. The Forms have an onwership routing rule of Contact Owner first, if Unknown then Team A. What happens is that when a new form gets submitted, and a new contact + company needs to be created, read more
0 upvote
3 Replies
Participant | Diamond Partner
May 11, 2022
Thanks for your reply! Yes, that is part of the issue. The rules are: First Contact Owner, Else Team. But Contact Owner, for new contacts, is s...read more
nicolerohrer on October 22, 2020
A few customers have requested that there be a specific notification setting to be notified when a message/email in conversations is moved to another inbox to alert the team members of that inbox. These messages are unassigned when transferred, but read more
12 upvotes
3 Replies
Participant | Diamond Partner
March 31, 2022
Upvoting too. Bit strange that you just can't turn on a notification to get an update of all Unassigned conversations in your Inbox, form, email or c...read more
Solved
rjbudding on December 07, 2021
Hi all, How do you look at this: In Enterprise you can partition assets and objects/properties so teams can not view/edit each others assets. For properties, this works a bit different: one can only partition a property so that it is not edit read more
0 upvote
1 Reply
Solved
rjbudding on December 01, 2021
I am implementing the new Business Unit feature, and I see that an extra property has been created, called Business Unit in which I can pick the correct BU per contact. But now I am thinking, what would be the best way to automaticly segment read more
1 upvote
6 Replies
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