CRM: Performance Improvements

The programming used to delete Leads from G2 was re-written to improve performance.

This change only affects G2 CRM Users.

To Observe this Reduction in the Lead Deletion Time, the users will log into G2 Sales> Launch CRM> Leads, select a Lead to be Deleted (such as, a duplicate Lead with a different Lead ID number) – see example below:

G2 CRM - Sales

After examining the individual Leads screen for both Leads to ensure the Leads are identical, back on the main Leads screen, left-click on the checkbox to the left of the newest Lead and then left-click on the red X icon on the task bar to delete the duplicate Lead.  A Confirm Deletion window should appear – see below:

G2 CRM - Deletion Window

Click the OK button, and the selected Lead should be deleted quickly now. 

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement