Customer Suggestion Portal

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

Lockout sales people for overdue tasks

Implement a process that goes into effect that locks out sales people from entering new prospects if they have overdue tasks. If tasks haven't been completed for a day, two, etc. Sales people can't enter new prospects, new leads until tasks are completed. 

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  • Jul 8 2019
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