Customer Suggestion Portal

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

alert system when a lead is transfered to someone.

When our BDC transfer's a lead to the manager he has no way of knowing this unless they manually go into the system to check for the leads. This can cause the lead to no get proper response time when the manager is busy or distracted . Many systems have a alert system to let the manager / salesperson know that a lead has been transferred over.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Sep 26 2018
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    September 27, 2018 20:38

    It does if you have their cellphone connected with their name it will notify them...check with your administrator.