Multiple Web Leads from Same Customer Different Sources
Need to find a way to be able to intuitively link leads for the same customer, that come in from the same or different sources, so that they are going to the same salesperson. IE: Lead comes in from source1 for John Doe (johndoe@email.com, 555-111...
When you use the “Group By” option on the traffic log it opens with all the grouping expanded. Instead, it would make more sense for all Groups to open collapsed like the attached screenshot.
Currently, the search for duplicate channels defaults to 10 days here: and 30 days here: However, the defaults cannot be changed which creates a ton of redundancy re-typing the parameters every time to search for duplicates. Please allow these def...
When using the Grouping dropdown in the traffic log, we would like the groups to be collapsed by default. Currently they are expanded. When looking at the Work Plan > Follow Ups, when the grouping is turned on, it is collapsed by default. We wo...
We would like the same filters that are available on the traffic log to be available on the traffic stats page. For some reason you only have 2 options to filter on the traffic stats page. Desk Log Traffic Stats
We would like to have a filter in the Traffic log for Worksheet with the optiuons of Yes, No and Both. This would be used to filter the traffic log to be able to see only traffic with a worksheet created, without a worksheet create or both. The de...
Feature Request for Traffic Log - Option to Hold Filters
When on traffic log - you can hit heart which saves the date - would also want it to hold the filters that have been selected so they come back on each login
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