Customer Lead buckets
J
Jared Acosta
for the left hand side of the screen i want to be able to have buckets for each different kind of leads. whether its Smarket master leadsd, or KBB or ETC. so we can have different leads organized.
Shelby Parker
Hiya Jared Acosta, thanks for this post! I have a few more questions for you:
- What specific criteria or attributes should be used to categorize leads into different buckets?
- How would you prioritize or rank the different types of lead buckets in terms of importance or frequency of use?
- Are there any specific integrations or data sources (e.g., Smarket master, KBB) that need to be considered for organizing these lead buckets?