In campaigns, when using batch leads under product tab for known products, add product details automatically to the lead.
This will help to add leads for a batch list of products such as CVA renewals in only few clicks and will save significant time for data entry.
Alex Esi
Hi Alex,
In reviewing your idea, I've been asked to ask you a couple of questions.
Do you mean use the Target Equipment tab to populate the serial number , etc, when creating batch leads?
What do you expect to be able to do if there are 2 pieces equipment for 1 customer? Would this be then 2 leads?
Thanks,
H