Grab some great insights from these soundbites featuring top sessions and speakers from the OpsStars 2020 conference. These have been condensed for your quick consumption (just 2-7 minutes per clip!) and are an amazing way to learn more about operations and integrate yourself into the OpsStars community.
Grab some great insights from these soundbites featuring top sessions and speakers from the OpsStars 2020 c...
Most Recent Videos
Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.
You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold.
Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.
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