When generating batch leads (campaign based), we are unable to select a PSE type (Category). The SN and make are also blank under the product details. Wondering if we can add functionality to pull SN, make, and category from the target equipment upload to then display in the product details.
Brett Heimerdinger
| How often would this idea be used? | Monthly |
| How much time would you save when the idea is implemented? | It would save a day of work |
| How many people at your company would benefit from this idea? | Most people (25 + ) |
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What problem is your idea trying to solve?
Streamlining the lead entry process |
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I agree with Nick! Adding a feature to edit the estimated revenue would be incredibly valuable. We need the ability to populate Category, Estimated Revenue, Serial Number, and Make for each lead generated through a bulk upload.
I would add a feature for Estimated Revenue as part of the enhancement to show the value of the lead as well.
Great idea, Brett! I'd love to see this happen once more dealers vote on this.