Our sales team is fairly small at the moment given that we're a startup, but we'd like to set up a sustainable long-term solution that would allow us to automatically assign contacts and leads as we grow. Perhaps a round robin strategy? What are som read more

I have an active list of current partners where company type = partner and I need to create a pick list property that reflects these values. Specifically, I want a way to have the picklist options be the names of the companies from this list and hav read more