Grouping multiple leads into a Source Description Group
gathering votes
U
Una Schade
It would be great if you could multi-select lead sources when trying to add them to a lead source group. It takes an inordinate amount of time to setup lead source groups otherwise.
K
Katharine Bethel
I am about two hours into this tonight and am exhausted and have to do this for three more stores.... Please change this
D
Dan Sayer
I'm clicking through TrueCar/ leads right now. SMH
J
Joe Brown
Dan Sayer Every month a new TrueCar source emerges!
D
Dan Sayer
Joe Brown we just cancelled our accounts to problem solved...
J
John Vincent
Website, OEM, Third Party, Etc. would be great
D
Dan Sayer
John Vincent: you can create those however you like now. The issue is you have to then select all Source Descriptions one by one (6 clicks per) to add them to your categories. Literally a couple hours per store of admin work to start.
J
Jonnatan Franco
if we could group them it would be a lot easier to distribute them and round robin them
Shawn Goebel
Una Schade Thank you for the feature request! I am going to move this one to Gathering Feedback to see what our other users think about it! Thank you again and have a great day!
Shawn Goebel
gathering votes
V
Victor Figlin
I download CSV file and use Excel to group them. A way proposed by you would be great!