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AFukumoto
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Member since ‎Jun 22, 2022
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Alyssa Fukumoto

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Solved
AFukumoto on October 12, 2023
Manipulating Round Robin Action in Workflows
Is it possible or is there a workaround to manipulate the round-robin action in workflows to give one person more leads? We want to round-robin inbound contacts between Sarah, Jake and Courtney but we want Sarah to get 3 contacts before going t read more
Reply Discussion RevOps SalesOps
1 upvote
2 Replies
AFukumoto
Participant
August 02, 2022
Reply to Need a workaround for tracking revenue created not just closed in Goals
Thanks @danmoyle ! This would work for us for now!
AFukumoto
Participant
August 01, 2022
Reply to Need a workaround for tracking revenue created not just closed in Goals
I don't think that really solves my issue, that would be to track revenue goals of a marketing campaign. I'm just trying to track the SDR's goals of ...read more
Solved
AFukumoto on July 29, 2022
Need a workaround for tracking revenue created not just closed in Goals
Our SDR goals are based on the amount of revenue created and deals created. If I'm using the Goals feature under Tracking & Analytics, I can't set up a goal to see how much revenue each SDR is generating, I can only track deals created, revenue read more
Reply Discussion Workaround
0 upvote
5 Replies
AFukumoto
Participant
July 26, 2022
Reply to Change Contact Owner if Meeting Booked
Would really love this feature as it would automate our process now.
Solved
AFukumoto on July 08, 2022
Auto assign contact owner based on meeting scheduled link
If I'm using a round-robin scheduling link, is it possible to get the contact owner to auto-assign to the person that is scheduled from the call? i.e. Sarah, Max and I are on the round robin scheduling link, a new contact uses the link and schedules read more
Reply Discussion
0 upvote
2 Replies
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