Ideas for SalesPad Desktop

Cue user when adding a customer that is already a prospect.

We are using the CRM function to prospect customers and would like the PROSPECT to show if someone is entering them as a new customer.  We do not want to have to search prospects to see if they are already in there before entering a new customer.  This would show us that our prospecting efforts are paying off. 

  • Guest
  • Apr 3 2018
  • Already exists
  • Attach files
  • Admin
    Jacob Pegg commented
    April 4, 2018 11:54

    This could be done with scripting on the new customer save, but the issue I see is that it would be difficult to prevent duplicates from ever happening.  The script could look for matches on any of the customer fields, but when comparing text to text, it has to be an exact match.  So if a user has an additional space or spells the name slightly different, then it won't match.  If this is something you are interested in looking at further, reach out to your sales rep and they can start the process.