We suffer with duplicate prospects, prospects that are the same as an existing account, etc. We train around this but to no avail. It would be great if when entering a prospect, logic would direct the user to an existing account already set up or existing prospect account using name, address, phone matching logic.
Mike Love
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save a month of work |
| How many people at your company would benefit from this idea? | Everyone |
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What problem is your idea trying to solve?
Reduce duplicate prospects entered into Sales Link and improve overall accuracy of customer database for marketing and coverage purposes. |
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Does Texada have a way to socialize these ideas for votes?