"Hit List" customers should have some indication on their customer card.
gathering votes
C
Caitlyn Wetherald
It would be great if something could appear in the activity timeline of the customer card when a customer goes on the "Hit List" As far as I know the only way to see this list/group of customers is on the main pipeline
Michele McCoy
gathering votes
@caCaitlyn Wetherald, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hiya Caitlyn Wetherald, thanks for this post! I have a few more questions for you:
- What specific information or indicators would you like to see on the customer card to signify a 'Hit List' status?
- How frequently do you expect the 'Hit List' status to be updated on the customer card?
- Are there any specific actions or notifications you would like to trigger when a customer is added to or removed from the 'Hit List'?
C
Caitlyn Wetherald
Shelby Parker
- Intensity, Last seen on website, and Time on Site would make sense! Doesn't need to trigger a new lead, but it would be nice to see that our outreach resulted in a website visit.
- I think it could just effectively be a system note on their activity timeline, doesnt need to update frequently.
- Not necessarily. If the customer does enough actions to trigger their name showing up on the pipeline's "hit list" feature that's already available, I don't see why it can't log that info in their customer card.