07-17-2014 07:00 AM
I have a project that I need assistance with. I want to take data that is harvested from an auto dialer that is classified as a lead and bring it into ACT! That’s the easy part I'm guessing. From there I need some form of automation to parse the data based off of state and automatically assign the lead to an person who has the qualifying credentials...i.e. licensing. This automation needs to have flexibility in the fact that credentials from the users will be updated regularly. Out of the box I need the automation to handle 50 plus users.
07-17-2014 07:03 AM
I wrote something like that for a client of mine a while back. Contact me offline if you're interested in a custom solution.
07-17-2014 12:51 PM