by Offshore Evolution Pvt Ltd

Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.

Free Trial

By clicking you consent to share your profile with the developer

#2419 - Opportunities & Accounts

Open Feature created by brandonstec Verified Purchase 5 years ago

Create this for opportunities and accounts please.

  1. cwink member avatar

    cwink

    5 years ago

    I second that, but for contacts and calls

    • dipeshpatel member avatar

      Offshore Evolution Pvt Ltd Provider Affiliate

      5 years ago

      @mmcpeak - Can you please elaborate for what exactly you are looking for “contacts” and “call” module?

    • cwink member avatar

      cwink

      5 years ago

      I need to be able to find and remove or merge duplicate contacts and calls

  2. dipeshpatel member avatar

    Offshore Evolution Pvt Ltd Provider Affiliate

    5 years ago

    @brandonstec - Thanks for your suggestion. We guess you are looking for same functionality as Lead module. Can you please elaborate for what exactly you are looking for “opportunities” and “account” module?

  3. dipeshpatel member avatar

    Offshore Evolution Pvt Ltd Provider Affiliate

    5 years ago

    @mmcpeak - Can you please elaborate for what exactly you are looking for “contacts” and “call” module?

  4. Vincent member avatar

    Vincent

    5 years ago

    they are asking similar to myself, 1) enable duplicate checking if account name or email address or contact name already exists in accounts or contacts modules 2) allow for duplicate checking not just of Leads, but also check when creating new Accounts, Contacts, Prospects (Target) hope that helps?

  5. dipeshpatel member avatar

    Offshore Evolution Pvt Ltd Provider Affiliate

    5 years ago

    Thanks for you suggestions. We are working on suggested feature. Will update you soon when release new version.

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