Provide the ability to enter selection criteria when running the CRM Relationship Wizard. For example, if a company has been on MAS for many years, they may not want 30,000 customers transferred to Sage CRM. If they could enter selection criteria such as Date of Last Activity, Date Established, etc., they wouldn't start working in Sage CRM with thousands of pages of search results.
by: Chris W. | over a year ago | Customer Mgment (CRM)
Comments
This feature doesn't exist in 1.3, not sure if it's been added in 1.4.