Prospecting Tool - Prevent Added Prospects To Show Again
complete
Q
Quintus De Wet
We need to either have a prospect stop appearing in the list when searching if they have already been added as a prospect or somehow mark them as having been added. It is cumbersome to try and keep track of what has been added as a prospect. The process is extremely tedious.
Log In
Anmol Rattan
marked this post as
complete
Happy to share that now in prospecting tool whenever you do a search - we automatically check if a lead is already available in your system or not
If yes - you will get "Added' flag under status
K
Keith Besherse
Anmol Rattan, thank you!
R
RevEx Group
marked this post as
under review