Completing Lead while customer is in store
gathering votes
K
Kristian Britt
Customer put lead in while in store and I cannot complete it without doing a touch point.... Seems a little silly.
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M
Matt Moore
Yes this is a very silly thing. We will have a customer checked in and will have them in front of us doing an online app and it will create a new lead and we have to log a fake phone call to get it off the new lead list. Should come in as a duplicate and not attach to the new lead list when checked in to the store.
J
Jim Thomas
The managers need a button for this and similar instances - that was what I just suggested.
J
Jacob Coleman
updated the status to
gathering votes
J
Jacob Coleman
Hi Kristian, thanks for bringing this use case to our attention! We'll continue to monitor this for feedback, and you'll receive any updates automatically.
R
Rachael Bunting
You can just clear the lead by logging a call manually, I use "other result" when doing this and note that I'm clearing the lead in the call note