Filter Out Dead Leads
under review
A
Akhil Sathish Nair
When looking at my leads, I want to filter out the dead leads. Right now I am seeing both active and dead leads - have a bunch of dead leads that are service leads so I'm losing time by accidentally checking these profiles to see if there is any way to revive it only to realize it was a service lead. A filter to hide all the dead leads would be greatly appreciated so that when I visit leads, it's only leads that I still can work on
Shawn Goebel
under review
Shawn Goebel
Akhil Sathish Nair Thank you for the feature request! Are you adding a date filter when you are looking at the Leads stage of the Pipeline? Or is this on the sidebar? Thank you!
A
Akhil Sathish Nair
Shawn Goebel I am adding the date filter but the date filter still shows me all the leads I've received, even the ones I marked dead and want to filter out. This is when I am looking at my leads page (accessed by clicking on the leads icon on the top taskbar)
Shelby Parker
Hiya Akhil Sathish Nair, thanks for this post! I have a few more questions for you:
- How do you currently identify and categorize leads as 'dead' or 'active'?
- Are there specific criteria or attributes that define a 'dead lead' for your dealership?
- Would you like the filter to be customizable based on different criteria for different users or departments?
A
Akhil Sathish Nair
Hey Shelby Parker, thanks for the reply.
- So far, I have identified and distinguished between active and dead deals by looking at the next task section on the leads page. If the lead is dead, it would say so instead of showing when the next task is coming up. That said, because tasks is cluttered with other categories such as source description, last attempt, and so on, you do not always notice the dead description - first world problem but still takes away time.
- We have different reasons that we have to choose when marking a deal dead - for example customer bought elsewhere, inactivity, service lead, bad contact info and so on.
- As of right now, I can filter the following information: users, date, source, new/used, year, make, model, tags. I would like another filter option added for active/dead. If it's marked dead by me, I would rather not see it unless I want to on the daily basis where I look at my active clientele list.