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mluke
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Member since ‎May 4, 2018
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  • Upvotes Given
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  • Upvotes Received
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evfishr on October 11, 2018
Workflow Round Robin - rotate leads evenly & in set order
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
Reply Idea Workflows
126 upvotes
48 Replies
mluke
Contributor
August 19, 2020
I would love to be able to distribute leads un-evenly, as this would help us ramp a new salesperson, being able to give a new person 30% of the leads...read more
PruvenMarketing on February 18, 2020
Inbound Marketing - Mechanical & Industrial Engineers and Construction & Architecture Industry
Hi Everyone, I'm currently focusing in on the Mechanical & Industrial Engineering and Construction & Architecture industries. From what I have found their largest pain points are: Shortening the sales cycle (most important) Generat read more
Reply Discussion How To
2 upvotes
5 Replies
mluke
Contributor
March 02, 2020
Jonathan, I work for a company that provides software for small to mid-sized manufacturers, so I'm very familiar with the struggle of positioning t...read more
Solved
positivapatrik on February 27, 2020
Webinar centered date to trigger the workflow
I'm looking for a way to use the date of the webinar as trigger date. I want to be able to clone the workflow and just change from one webinar to another one and reuse the rest of the workflow. Today I have to center around a date an manually c read more
Reply Discussion Workflows
1 upvote
4 Replies
mluke
Contributor
March 02, 2020
You're welcome! I'm sure you'll come up with another iteration that makes it a little better too.
Solved
positivapatrik on February 27, 2020
Webinar centered date to trigger the workflow
I'm looking for a way to use the date of the webinar as trigger date. I want to be able to clone the workflow and just change from one webinar to another one and reuse the rest of the workflow. Today I have to center around a date an manually c read more
Reply Discussion Workflows
1 upvote
4 Replies
mluke
Contributor
March 02, 2020
You're welcome! I'm sure you'll come up with another iteration that makes it a little better too.
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