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Matthew_Dreier
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Matt Dreier

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Matthew_Dreier on January 03, 2022
Personal Dashboards
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
Reply Discussion best practices Dashboards Settings Workaround
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evfishr on October 11, 2018
Workflow Round Robin - rotate leads evenly & in set order
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
Reply Idea Workflows
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Matthew_Dreier
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January 29, 2020
yes, round-robin should have an option between random and even distribution. Random may be the fairest way to schedule a large volume of meetings for...read more
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