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loganrivenes
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Membre depuis ‎oct. 31, 2018
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Maarten_C le Juin 29, 2018
Rotating leads with fixed distribution percentages
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 Lire la suite
Répondre Idée Workflows
92 Mentions J'aime
39 Réponses
loganrivenes
Participant
Janvier 23, 2019
I would like to be able to adjust the percentage of lead rotation that occurs. For example, I am going to rotate leads between 2 sale reps and I want...Lire la suite
MG le Mai 05, 2017
Restrict Editing of Certain Properties and View history of User Edits
Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit Lire la suite
Répondre Idée Account Settings
295 Mentions J'aime
104 Réponses
loganrivenes
Participant
Janvier 23, 2019
Alternatively, it would be nice if you could just lock specific properties. Or, allow certain teams to edit certain properties or certain users to ha...Lire la suite
gil1001 le Novembre 16, 2018
MQL and sales follow up best practice
How do you to close the loop between leads that are being assigned to sales, making sure all of them are being followed up by sales and that the ball is not dropped by no sales person, and then actually getting stats on how many of the leads you cr Lire la suite
Répondre Discussion
1 Mention J'aime
6 Réponses
loganrivenes
Participant
Novembre 30, 2018
Hi @gil1001 , What I do is I create a general marketing/sales process workflow that just runs in the background. Then, within this workflow, I p...Lire la suite
Résolues
loganrivenes le Octobre 31, 2018
Integrating Segment and HubSpot without email
I am in the process of integrating HubSpot and Segment. A number of my events do not contain email within the identifier, it's user id, which is the best practice from Segment. My question is without adding email to the event, are there ways to ma Lire la suite
Répondre Discussion Events
0 Mention J'aime
3 Réponses
loganrivenes
Participant
Novembre 01, 2018
Hi @Isaac_Takushi , Thank you for the reply. I am not sure if Segment uses the HTTP API Endpoint. I think they are updating based on analytics.js ...Lire la suite
Résolues
loganrivenes le Octobre 31, 2018
Integrating Segment and HubSpot without email
I am in the process of integrating HubSpot and Segment. A number of my events do not contain email within the identifier, it's user id, which is the best practice from Segment. My question is without adding email to the event, are there ways to ma Lire la suite
Répondre Discussion Events
0 Mention J'aime
3 Réponses
loganrivenes
Participant
Novembre 01, 2018
Hi @Isaac_Takushi , Thank you for the reply. I am not sure if Segment uses the HTTP API Endpoint. I think they are updating based on analytics.js ...Lire la suite
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