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Matt Dreier

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Matthew_Dreier on January 03, 2022
I have created a sales opportunities review dashboard. Think of this like an out-of-the-box dashboard that keeps a new salesperson on track, provides them the info needed to prioritize their day and hit monthly goals, and ultimately gives the user a read more
Hall of Famer | Partner
January 03, 2022 21:53
Hi @Matthew_Dreier , You're correct, there currently aren't any dashboard filter permissions specifically. If a user can access a dashboard, more
evfishr on October 11, 2018
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
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HubSpot Alumni
May 07, 2021 09:24
Hey folks! I'm happy to report that evenly rotating leads through a round-robin workflow action is now Delivered!!! More info on the rotate more
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