Event Type Routing Event type routing is used when you would like to route an invitee to schedule with the best possible member of your team. Let’s take a look at an example: In this routing form setup, we’ll determine if the person’s scheduling has previously met with someone in our organization and would like […]
Custom Contact Roles in Wealthbox As a business expands, the challenge of effective communication within the team grows. Smaller advisory firms benefit from their simplicity, maintaining clear lines of communication due to their limited size. However, as businesses scale and the workforce increases, it becomes imperative to enhance communication and delineate responsibilities. One approach for […]
GReminders integrates with many different CRMs. Salesforce, Hubspot, Redtail, Wealthbox, Pipedrive, Salesloft, ActiveCampaign and more. GReminders also supports Routing Forms, meaning you can Route a prospect or Customer to a Person’s or Team’s Event Type based on responses to form questions. Now you can Route your customers or prospects based on CRM Record Ownership. Prerequisites: […]
Routing clients to the right individual in your organization is essential for providing optimal customer service, greater efficiency, and overall higher conversion rates and retention. GReminders provides an easy way to accomplish this. You no doubt have experienced routing countless times on the phone. “Press 1 to be connected to sales, press 2 to talk […]
