Lead Dropbox - Auto Parsing / Processing (Specific Permissions Set)
We and many offices use permission settings whereby agents can only see their owned contact records and duplicates are created.
It would be great if Auto-parsing with Leads Dropbox would add a contact record only if it is owned by the agent.
Secondly, see picture attached, there should be info available in grey next to name when reviewing what contact record you need to select including:
-agent that owns record.
Thirdly, in the event that you need to manually create a record, I agree with this:
https://rexsoftware.uservoice.com/forums/170987-feature-requests/suggestions/9901626-add-client-details-from-lead-dropbox
There should be a way to auto-fill Name/Email/Phone or be able to see/copy paste the details. Client details are blocked once the lead is being processed.