Customer Suggestion Portal

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

Owner Base Filter - Exclude customers that have "Purchased / Leased" in the past XX or 3 months.

Performing a owner base Lease filter on Last Payment Date to collect data for Communication bulk email campaign. There is no current way to filter out customers that have already purchased during the query timeframe. Especially, if you run the filter again the following month. We need to exclude the customers that just purchased. You can now only exclude deals manually marked "no Longer Owned" (that's if your sales / bdc rep uses that function). This would enhance product email advertising for all dealers. Just an idea...

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  • Dec 14 2018
CRM
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