Customer Suggestion Portal

Ideas submitted here will be evaluated for upcoming releases of ProMax. Encourage your co-workers to vote on your issues!

Duplicate Customer Status options like Ad/Lead Source

I love the new option that only overrides the ad/lead source on duplicate customers based on options selected (30/60/90 day options).

I think the customer status box in duplicate lead options could use the same options.

As an example, we have an inventory squeeze page to capture customer info before they see inventory. We often get customers that use that form multiple times before they buy, generating several leads, or merging duplicates several times. 

We would like to leave the customer in their current status, like Appointment Set, but the status keeps changing to the New lead status. If we could have that status only change if the lead has not been recently worked, like the 30 day options on the duplicate lead settings - it would be awesome!!

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  • Sep 15 2018
  • Planned
CRM
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