Filter out dead deals when looking at leads
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Samara Splattar
We should be able to manage seeing active leads only. Therefore, removing the dead deals that may not need follow-up. When creating mass tasks or otherwise, there is no way for me to edit out the dead deals, whether recent or not. I would just like to see how many active leads I need to follow up with, given other filters.
Shelby Parker
Great to hear your perspective, Samara Splattar! I have a few more questions for you:
- What criteria do you use to determine if a deal is 'dead'?
- How often do you need to update or review the status of leads?
- Are there specific filters or categories you would like to apply when viewing active leads?
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Samara Splattar
Shelby Parker
- Marking the deal dead, regardless of the reason, is dead. Whether they purchased elsewhere, unable to finance them, voi sold etc. The main point being I do not give the same attention to active leads as I do dead leads.
- I would like to do this daily as I did in my previous CRM
- Phone, Showroom, Internet, before and after filtering active vs. dead. When clicking the Leads icon, internet is the only type that populates, dead or active.