Customer Suggestion Portal

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

Ability to filter alphabetically (by customer name) from prospect logs/internet leads to identify dupes

This would help with finding duplicates for new leads daily and when doing a filter sort for lead data clean up. As a BDM it is important to keep lead data as clean as possible for accurate reporting. This feature is available from the appt log and through the lead management report but you can not select boxes to merge multiple dupes in one click.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Nov 5 2018
  • Already exists
CRM
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    November 12, 2018 20:42

    The prospect log has multiple filter/sort choices.  You can already sort by First/Last or Last/First by using a Filter/Sort.   Click on 'Filter/Sort' and then select a Sort Order.