Ideas submitted here will be evaluated for upcoming releases of ProMax. Encourage your co-workers to vote on your issues!
Merge customer based off cell or home phone, if the other is blank.
We have leads that come in as home, but they actually provide cell and vice versa. Would be great to merge the customers together
The dupe lead checking options within the lead import config already does this - it matches on Cell or Home phone number.
You won't be notified about changes to this idea.