Adding an "ALL ACTIVE LEADS" Page or filter
J
Jonny Forseth
Is there a way that you can add a filter in the leads list to filter out dead/delivered leads in order to show all active leads? Is there a way we can filter to only show active leads and have a full list that I can go through and review? Thanks
Shelby Parker
Thank you for posting, Jonny Forseth! I have a few more questions for you:
- What criteria do you use to define an 'active lead'?
- How frequently do you need to review the list of active leads?
- Would you like any specific data points or metrics to be included in the active leads list?
J
Jonny Forseth
Shelby Parker
1) Active lead to me is any lead thay has not been marked dead. So literally any internet, phone, or walk in opportunity that has not been deactivated.
2) I would like to be able to review it mulitple times per day and see all my active opportunities.
3) Nothing out of the ordinary. Maybe just when the lead first cane in and the last point of contact or attempted contact.