Chat as an option for lead Type in
W
William Newby III
I have a customers profile that is mixed up and was originally a chat lead, When I did the deal merge, it did not auto correct it to the first source, in the deal details and when i go to manually edit it to change it to what it was, chat is not an option I can select. Can we please have chat added to Lead Sources
W
William Newby III
- Occasionally but still important
2.NO
- Reporting is impacted as we arent able to get actual data
Shelby Parker
Great to hear your perspective, William Newby III! I have a few more questions for you:
- Can you provide more details on how often you encounter this issue with chat leads?
- Are there any other lead sources that you think should be added or modified in the system?
- How does the inability to select 'chat' as a lead source impact your workflow or reporting?