Checkbox on Lead Column Indicating Review
gathering votes
J
Jeff Harr
On the lead list have a column that allows a user to check off a lead that it was reviewed. As a manager I am going through the lead list and sometimes lose my place on the list as I am pulled away from my desk for different activities.
Drew Adler
gathering votes
Shelby Parker
Thank you for posting, Jeff Harr! I have a few more questions for you:
- Can you clarify if you want the checkbox to be automatically marked as reviewed once you click on a lead, or do you want to manually check it off?
- Would you like this feature to be available to all users or only to managers?
- Do you envision any additional functionality tied to the 'reviewed' status of a lead, such as filtering or sorting?
J
Jeff Harr
Shelby Parker
1.) Manually checked off.
2.) It could benefit all users.
3.) No additional functionality.