checks if the lead source, phone number and cell number are correct to successfully contact
So far, everything is fine.
This BP needs to call another BM (BusinessMap_IdUserActive) to check if the user is already assigned to it (does this by checking if the user registered in the lead is the same user logged in)
This is my problem
I can't find the correct syntax
PHP Code:
<map> <expression> if assign_user_id! = substring (getCurrentUserID (), 3) then 'true' else 'false' end </expression> </map>
something wrong with this second BP system as it does not return false, even when users are different
Today widget at dashboard using the aggregate filter, is not much useful, because only allows one line per widget. Different as works metrics, for example
I suggest
1) possibility to include, like others widgets, include many totals lines, in this widget, perhaps can setting in filters, this option ( like as today for "List in Metrics" )
2) possibility shows as graphics one goal, for example, if my sales of month, goal is $ 10.000, user will be the possibility is see, visually, and a your percentual, your monthly evolution.
2.1) possibility inform not only a filter to get that, but can input a SQL command ( like as sql report ).
Today when user click, in lead module to conversion, system open a windows for confirmation and user can be input missing data too, after that system show contact or account, following the option used to transfer lead data
I suggest, create a globalVariable or new link in action menu, to system try converted a lead, when possible, quickly, I means, not necessary user confirm data in window pop up.
And after conversion, system will show the new opportunity
This functionality is particular interesting, when user has a "lead" at phone call, because in this moment, need more agility in system, to have a deal for this opportunity
in my case, duplicates occurs because other app ( digital marketing ) like as RD Station, Facebook, site, etc, I means visitor normally access more than one, channel, and is common too, at first moment, lead include, less data, and when him get more information, fells more trust to complete more data, like as phone number
In fact at first moment, lead fill your first name and email
But when I try removed duplicates, occurs two situation
1) System considering blank, or null with a valid information, and remove ALL leads with email is blank ( no value )
2) If there a lot of registries in lead, ( about 20000 or more ), transaction is too long, all system performance is affected
I suggest, a way system not removed registries with blank value and possibility chose maintain newer registry ( removed older similar registries )
Today I can restrict IP for my users, but I can specific a range for that?
For example, I wish some user ( role ) only can login in local network, like as 192.168.0 and other can login from all ips
When I read explanation for this GV, looks to me, I wish setting a complete IP ( like, as 192.168.0.1, 192.168.0.2 ... ) not all IPs in my network ( I means my users can login in 192.168.0.1 to 192.168.0.255 )
