How to mark records with fronter AND closer statuses??
Posted: Sat Apr 07, 2012 7:24 am
ANybody know how to mark records with both the statuses of the fronter AND the closer?
Right now our fronters do a quick transfer to our validation closers..
But the sales records dont have any info based upon the closers..
Our closers use their own campaign so they can validate any sales from any campaign running at anytime..
If I export the validation campaign I can get the information from the closers but then nothing from the fronters..
What about if the closer is logged into the same campaign as the fronter??
any ideas?
Right now our fronters do a quick transfer to our validation closers..
But the sales records dont have any info based upon the closers..
Our closers use their own campaign so they can validate any sales from any campaign running at anytime..
If I export the validation campaign I can get the information from the closers but then nothing from the fronters..
What about if the closer is logged into the same campaign as the fronter??
any ideas?