Customer Suggestion Portal

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


When customer calls in as incoming, for tracking purposes can there be the options for if the customer was a sales transfer and for tracking as a 'new lead'? As in the customer is in the system but hasn't been worked for 30+days. We can count that as a new lead/opportunity. Also a third option for a return call. i.e. BDC/sales calls the lead, customer returns call.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Apr 25 2019
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 30, 2019 13:23

    Bump, please consider this suggestion!

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    April 26, 2019 14:24

    I can't edit my suggestion but just to clarify a little further, I was thinking along the lines of this being set up like the outbound where it has a call result. (like the outgoing has call completed, left message, etc)