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Shweta95
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Member since ‎Sep 3, 2024
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Shweta Sahu

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Shweta95
Member
December 09, 2024
Reply to Round robin task assignment in workflow?
Hi Stephanie, HubSpot workflows don’t have a built-in round-robin task assignment feature, but you can achieve it with a workaround: Workaround Usi...read more
Shweta95
Member
December 04, 2024
Reply to Assigning Leads to Sales Reps based on Rep's Schedule
Assigning leads based on a sales rep’s schedule can indeed be tricky, but it’s manageable with some creative workflow setups in HubSpot. Your approac...read more
Shweta95
Member
November 25, 2024
Reply to Routing prospecting leads between agents and teams
Yes, what you're describing is a queue-based lead management system, where leads aren't assigned to specific agents initially but are placed in a sha...read more
Shweta95
Member
October 21, 2024
Reply to Meeting Scheduler - Calendar Disconnected Alert
Hi there!, It sounds like there may have been a temporary issue with the calendar sync when your client tried to book the meeting. While everything...read more
Shweta95
Member
September 30, 2024
Reply to Report to show workflow assigned leads
Hi, you can create a custom report in HubSpot by filtering based on lead assignment criteria like "Lead Owner" and "Date Created." Use the filters to...read more
Shweta95
Member
September 20, 2024
Reply to How to Automatically assign contacts and leads
Hi @monetm , to ensure smooth lead distribution as your startup grows, setting up an automated system is a great step. A round-robin strategy is eff...read more
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