Remove customers from prospect digest
May 3, 2017 1:00 PM
It seems obvious that customers would be excluded from the Prospect Digest, but apparently not. Having to open each company to see if they are designated as a Customer is a huge waste of time. If the system can figure out which Associated Company the prospect is coming from, why would that be hard to compare to that's company's Lifecycle Stage...and if it's designated as a Customer, exclude it.