Customer Suggestion Portal

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

AutoAlert: Reassign the 2nd Sales Rep to whomever the task is performed by in Auto Alert

It says in the lead's notes who performed the task (phone call, appointment), but leaves the old Sales Reps on the ProMax file. Even just putting the sales rep on as 2nd instead of 1st would be helpful. 

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  • Jul 31 2018
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