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Question

¿Cuál es la mejor forma de configurar reglas de bandeja compartida para un equipo de ventas de 3 personas?

  • July 28, 2026
  • 0 replies
  • 5 views

rbenllanos

We're a sales team of just three people at a small, local growth company, and we're using a shared inbox on the front end. We're struggling to decide how many routing rules are worth creating when we're so small: should we route by customer type, by pipeline stage, or just let anyone take the conversation as it comes in? If you have a small sales team, what rule/routing configuration has worked best for you without becoming an administrative burden?