Automatically
Rearrange Salesperson to a Dock
How to rearrange Salesperson to a Dock with Google Sheets
September 13, 2020
HyperC lets you create optimal arrangement for your Salesperson to a Dock with your data from Google Sheets — no code required.
You have this ...
A list of Salespersons
with their parameters in Google Sheets
A list of Docks
with parameters in Google Sheets
automatically do this!
rearrange to a Dock
Automatically optimize arrangement in Google Sheets table
Workflows with Salesperson
Dock workflows
Google Sheets workflows
How arranging Salesperson to a Dock with Google Sheets Works
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Step 1: Add Google Sheets as database connection.30 seconds
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Step 2: Create a business rule to take Salesperson from Google Sheets and put to a Dock table in Google Sheets.10 minutes
- Create more rules as needed, like completing an order by an employee.
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Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
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Step 4: Click “Create a new Process” to connect your data from Google Sheets (and/or other sources) with rules you just wrote.15 seconds
-
That’s it! You just saved most of the management work and optimized the process!
