Add fire tab
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Luis Olivas
It'd be great if once I mark a lead as "hot" there is a tab where they go for easy access instead of searching by number or desk log
Shelby Parker
Thanks for the suggestion, Luis Olivas — totally hear you on wanting a quicker way to get back to “hot” leads without digging through the desk log or searching. To make sure we design this the right way, can I ask a couple quick clarifiers: where would you ideally want this “hot” tab to live (lead list, desk log, main dashboard, etc.)? Should it show every lead marked hot, or only ones assigned to you/your team (and should it automatically hide sold/closed/lost)? And when you open that tab, what’s the main thing you’re trying to do faster—follow up (call/text/email), review notes, or just prioritize next steps?
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Luis Olivas
Shelby Parker Ideally it'd be on the left hand side bar menu under the new leads. It would be better if it can be through filters where I can choose to see mine only but have access to see others ad well. It should go disappear from that tab once its sold, dead, or lost. trying to just access the whole file faster is really the main goal