5 results found
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Fuzzy Matching for Account Matching
Adding the ability to search on multiple factors for Account Matching in addition to just email domain. This would solve for situations where companies have multiple accounts for the same company (typically different country locations).An example would be searching based on email domain + another field such as country.This would also allow for matching to accounts for public email domains as well.
36 votes -
Assign Regions via CSV
When creating your territory queues, it would easier to just load a CSV with the countries, states, cities each Account Executive owns.
4 votes -
Setting to not allow public email domains in CP form submissions
Ideally, there would be a setting that doesn't allow email addresses with public domains (gmail, yahoo, etc.) to be submitted when going through booking links.
3 votes -
Customize DQ routing based on logic
Ability to customize disqualified leads IF they hit certain logic. Example - If an inbound lead/prospect hits a queue and is OWNED by a CSM, ability for us to DQ them and IF they hit that logic, route them to specific landing page.
2 votes -
Duplicate Rules
Instead of starting from scratch each time for rules, it would be great to be able to duplicate a rule from a previous row and just swap out the value.
1 vote
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