2 results found

1. Notification for failed trigger

   Notification for failed trigger so PM can resend or check what is missing

   40 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   started  ·  1 comment  ·  Templates and Triggers  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

2. Improve assigning leads

   I understand the need to assign leads from the dashboard to agents pipeline. However when you assign one lead it automatically transfers you to your pipeline page. Then you have to toggle back and forth for each lead. Dashboard - assign to - automatically opens pipeline - back to dashboard. Repeat. Very time consuming and frustrating. At least maybe you could make selection boxes so that you can select multiple leads and assign all at once?

   In addition, I am the sole person in my company so having an option to AUTO assign all leads to myself would be great! Or even if I add a second employee, to be able to choose to AUTO assign all leads to both of us.

   Thanks for the consideration!

   I understand the need to assign leads from the dashboard to agents pipeline. However when you assign one lead it automatically transfers you to your pipeline page. Then you have to toggle back and forth for each lead. Dashboard - assign to - automatically opens pipeline - back to dashboard. Repeat. Very time consuming and frustrating. At least maybe you could make selection boxes so that you can select multiple leads and assign all at once?

   In addition, I am the sole person in my company so having an option to AUTO assign all leads to myself would be great!… more

   66 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   started  ·  14 comments  ·  Pipeline & Lead Assignment  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close