Hi, We're currently stuck with the following scenario: We want to distribute leads randomly to reps A, B and C. Rep A receives 20% of leads, rep B 40% and rep C 40%. This is currently not possible in the system. The random attribut read more
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
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts.
However, this plugin is currently adding absolutely everyone read more