Leads - For all construction, forestry and paving leads, we need to have a new sorting function - When you add a lead and review the resolved lead report. We want to add a field called machine type which will be a required field. The field selections will need to be as follows: GCI CCE BCP-CORE WORKTOOLS OTHER (See attachments for screen shots.)
Yes, Unite only applies to CAT leads, do you require this functionality for Non-CAT leads as well? Unite is the newest version of CAT's Lead API integration and is not yet ready for dealer consumption. We are working with CAT on these changes.
I am not familiar with the CAT Unite API handle. I am assuming this would be only for CAT Leads?
Erica, do you think this is still needed, or would the CAT Unite API handle the requirements for this?