Customer Suggestion Portal

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

Auto assign new status

Once the automated F/U has run it's course, switch status to new pacing without forcing the user to remember to change.

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  • May 23 2018
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    Jonathan Ostrander commented
    12 Feb 06:18pm

    This is now available! When creating or editing a Follow Up trigger, if you select "This contact will occur: After" a new Change Status option will be displayed. You can choose the time frame and the New Status.