04-12-2024 05:51 AM - edited 04-12-2024 05:52 AM
We recently integrated WinGen into Titan for our Costco leads. When we did this it ported 400+ leads into the bookings tab. Our previous process with these leads was managed through the Costco Centah portal so these "new" bookings are old leads that have already been handled. Is it possible to dismiss all or at the bare minimum dismiss multiple bookings at once? Would love to get us a clean & current bookings tab.
04-12-2024 02:46 PM
This wouldn't be something that could be done on the front end. However, if you reached out to your CSM, they might be able to do a data clean up.