Customer Suggestion Portal

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

Status triggers based off time frames

Create a status and trigger reoccurring follow up based on time frames. for example:

STATUS- Internet Daily Contact

FOLLOW UP SCHEDULE-

call day 1 (9am) (11am) (3pm)

call day 2 (11am) (4pm)

call day 3 (1030am) (2pm)

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  • May 22 2018
CRM
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