Filter for Engaged Pipeline for Appt Set | Feature Requests

Filter for Engaged Pipeline for Appt Set

Tom Fohr

There should be a filter in the Engaged Pipeline to filter out leads with appointments already set since they do not need the same follow up as an engaged lead waiting for an appointment to be set.

Shelby Parker

Thanks for the feedback, Tom Fohr — this is really helpful. Totally hear you on wanting to filter out leads with appointments already set so the Engaged Pipeline stays focused on the right follow-up. I’m sharing this with the team for review, and we’ll follow up if we need any additional details.