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  1. Distribute to the same rep the calendar was shown through DTA

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    3 comments  ·  Routing » Assignment Rulesets  ·  Admin →
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    Iris & commented  · 

    This is very important because we have workflow in HubSpot in place based on the original owner so the prospect gets an auto-email from the original owner THEN gets emails from the new owner. It's not a good user experience and makes us look bad.

    Iris & supported this idea  · 
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    Iris & commented  · 

    Yes! This is super important. As soon as a new lead is assigned, we fire workflow emails from within HubSpot. If that assignee is changed later, it's very confusing to the sales reps and - more importantly - to the client.