Lookup Helper Use Case Library

Problem: Because of Salesforce limitations with the standard relationship between Task and Lead, this use case gets a bit complicated, But with the use of use our tool Lookup Helper along with Rollup...

COUNT, Lead, Lead Management, Rollup Helper, Task

Problem:

As an inbound call center rep, I need to quickly and easily find available resources within the geographical location of the customer.

Custom Object, Helper Suite, Rollup Helper, Field Rep, Zip Code