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RayRoberts
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Member since ‎May 1, 2020
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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RayRoberts on December 16, 2020
Territory Assignment by Reps for Meeting Appointment Requests
We are in need to automatically assign sales team dependent upon region the customer is coming in from. Use case Customer A is from California and needs to auto assign to rep for that region, which would be great if that could be built in read more
Reply Idea Meetings
12 upvotes
2 Replies
RayRoberts
Participant
December 14, 2020
Reply to Meeting Link for Territories
We also have this issue and the provided work around isn't what we're looking for. We also need to automatically assign sales team dependent upon reg...read more
RayRoberts on October 12, 2020
Single File/Submission Export of Form Submissions
We are needing the export of a specific/single form, not the bulk form option that is only available in the "Export Form Submissions." In looking at exporting form submissions when trying to do so, it seems to be all or none.... not j read more
Reply Idea Forms
4 upvotes
2 Replies
RayRoberts
Participant
September 17, 2020
Reply to Customize Meeting Reminder & Meeting Booked Emails
Adding to the list of people that want this upgrade.
RayRoberts
Participant
June 17, 2020
Reply to Log Linkedin Inmail and Connect Requests on Contact record
We also would love to have this as a completed piece of the Hubspot/LI integration!
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