Customer Suggestion Portal

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

Pushing a trade to appraisal tool would trigger a move to the active prospects log.

Sometimes we are working deals in customer records that do not originate in the active log. Instead of manually changing the log, the customer record could be updated to the correct log when the trade info is pushed to the appraisal tool. That action in and of itself would indicate the prospect is now active and would save time for managers accessing the active prospects that we are actually working on. 

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  • Feb 13 2020
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