rjbudding

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cdewey22

Robert-Jan Budding

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jbogaert on Juni 08, 2022

[JUN 22] Growth-Driven CRM: How to prevent CRM implementation failures

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 Beitrag ansehen

Antworten Diskussion Live Event RevOps

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rjbudding

Teilnehmer/-in | Diamond Partner

Juni 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 Mai 10, 2022

Conversation Onwnership not set correctly while Contact Owner is known

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, Beitrag ansehen

Antworten Diskussion Professional

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rjbudding

Teilnehmer/-in | Diamond Partner

Mai 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...Beitrag ansehen

rjbudding on Mai 10, 2022

Conversation Onwnership not set correctly while Contact Owner is known

Antworten Diskussion Professional

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rjbudding

Teilnehmer/-in | Diamond Partner

Mai 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...Beitrag ansehen

nicolerohrer on Oktober 22, 2020

Specific notification that chat was moved to another inbox

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 Beitrag ansehen

Antworten Idee Conversations

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rjbudding

Teilnehmer/-in | Diamond Partner

März 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...Beitrag ansehen

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rjbudding on Dezember 07, 2021

Partitioning properties

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 Beitrag ansehen

Antworten Diskussion Enterprise

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rjbudding on Dezember 01, 2021

Segment or partition contacts per Business Unit

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 Beitrag ansehen

Antworten Diskussion Enterprise

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