A Way to put custom tags on leads
under review
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Joey Khdeir
Id like a way to put custom tags on leads so I can filter leads by certain people. For example, people that I called yesterday and need to follow up or someone I havent been able to contact. I would be able to type Active or Alive on certain leads I have so i can filter out dead and sold leads
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Alex Weidenbenner
updated the status to
under review
Joey Khdeir Thanks for the feedback. There are custom customer tags that already exist in DC. Those tags will live with the customer until the tag is removed, however. Dead and Sold deals can already be filtered out in mining.
Shelby Parker
Thanks for sharing this, Joey Khdeir — really helpful context. Being able to add custom tags like “Active/Alive,” “Follow up,” or “Couldn’t reach” and then filter leads by those statuses makes a lot of sense for your workflow. I’m looping this into our review with the team, and if we need any extra details on your use case (e.g., how you’d want tagging + filtering to work day-to-day), I’ll follow up.
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Joey Khdeir
Shelby Parker Thx, let me know if the team can implement this