by CRM Alerts

Stay on top of your open opportunities and improve your sales conversion rate. Delivered right to your inbox, you will always be equipped with the latest list of opportunities on hand.

Includes a 30 day guarantee
Try it Now

By clicking you consent to share your profile with the developer

#1406 - Possible to change the alerts type to send Accounts instead?

Open Feature created by exceed Verified Purchase 9 years ago
We currently don't use the Opportunity's tab, all of our 'leads' are set up as accounts. All accounts have a "spoken to" field that is either yes or no. Is it possible to change the alerts options of this software to send out random accounts that have the "spoken to" field set to no? Please let me know, and/or if there's anything I need to change in the source myself. Thanks, Wayne
  1. Danisan member avatar

    CRM Alerts Provider Affiliate

    9 years ago

  2. exceed member avatar

    exceed Verified Purchase

    9 years ago

  3. exceed member avatar

    exceed Verified Purchase

    9 years ago

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...