Mike Nelson 6/7/2019 10:42:37 AM
I hace used excel and great tool but here is what I am trying to accomplish.
I have multiple sales companies from around the us that sell our products.
We built the TeamDesk dB that they all use. Each company has there own dB for security as well as each dB calculates pricing and commissions different. In several cases these companies could be competing for the same customers. So we want no liability on someone seeing customer data of another company.
What they do want is to be able to publish a stack ranking of all sales reps from all over to crest some competitiveness among the reps.
So my thought was each time a deal closes have a trigger run a call url that send a select group of fields to a summary database. I could the create a simple stack ranking view and then embed that in there dashboards.
I have a temporary fix using a trigger that is sending a email to Zapier and Zapier is translating it back to the summary dB. It works but is ugly and not 100 accurate. I like the api roughy I just have not figured out how to authenticate to a TeamDesk dB from a call url in TeamDesk