Excluding Accounts
in progress
J
Jonathan Berry
I am building out a net new book of business and I need to be able to upload an exclusion lists of accounts that are already taken by other reps. Doing a boolean expression manually with a limit of 100 accounts creates a lot of manual work to create a vetted list.
J
Jack Lo
Thank you so much for the feedback, Jonathan! Exclusion list is part of our upcoming roadmap, and it's a feature that we have been working on. We appreciate the request :)
J
Jack Lo
in progress