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Have the ability to merge duplicate leads, so that activity can be seen in one place.
FLG should automatically log users out when they have been inactive for a period of time. We're currently considering setting...
Is it possible to add more actions from Zapier, specifically 'Stop workflow' ?
- Ability to move easily between different pages of a Journey - Address lookup - Set conditions on pages - Set conditions on...
- Split "Enable View/Manage linked leads" into 2 separate permissions - Set lead limits by user - Permission to...
- Add partner reports to Insights - Include linked leads in reports - Include Journey fields in reports - Reporting on...
- Ensure all actions carried out in the system are audited including setup changes, partner updates and all lead functions. -...
Actions: - Complete a task - Unrefer a lead - Complete an appointment Events: - Lead deleted - Appointment missed...