Ability to produce a List of Lead & Phone Status Deals
under review
N
Nick Missiti
Having a way of listing all the leads that came in regardless of Status. from EX: Sat - Current. Sometimes with the round robin. It does not take in to account if a lead was marked dead - Meaning we have to manually change the lead. It is hard to tell when someone last got a lead if the lead gets moved to engaged or visit.
Shawn Goebel
under review
Shawn Goebel
Nick Missiti Thank you for the feature request! If you filter the Leads stage by Today (for example) and add the column for Current Stage, you will able to do this very easily! It's real time data as well! Is that what you're looking for with this request?
N
Nick Missiti
Shawn Goebel
I was hoping to see all the leads that came in regardless of stage (internet and phone) It is hard to keep track of everyone once it moves to the engaged status
Shelby Parker
Hello Nick Missiti! I have a few more questions for you:
- Can you provide more details on how you would like the leads to be listed? For example, would you like them sorted by date, status, or any other specific criteria?
- Could you clarify what you mean by 'round robin' in this context? How does this currently affect the listing of leads?
- Can you elaborate on the difficulties you face when a lead is moved to 'engaged' or 'visit'? How would you like the system to handle these situations?
N
Nick Missiti
Shelby Parker
- By day (or Days) regardless of status. To see all the leads that came in and who they were assigned to.
- How the deals rotate -- We make it fair so that everyone gets one but if one is bad we don't know whos next.
- Once a lead moves Lead to engaged it makes it hard to sort them to everyone in the BDC. It would be nice to have a list of all the internet leads and who claimed them so that we can tell who is next for the internet lead.
Something like this: