We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist 続きを読む
I agree! Time kills all deals if not responded to quickly. I have the same problem with our sales team and rotational leads. Can this also be tie...続きを読む
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount.
As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign 続きを読む