Important filter modification.
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Dillon Sprague
We need a filter under the leads tab that doesn't force us to use a date range just to see every active "open deal" that we have in our system. The date range when looking for active deals is almost useless, no one ever has enough active deals that a date range is needed to find a specific customer. We just need Alive or Dead tab. Thank you!
I know we have the "deal Stage" but it forces me to have a date range just to see everyone and that is not efficient at alll. Under the leads tab should show all leads and then we filter from Alive or dead or whichever filter someone wants to use.
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Dillon Sprague
Awesome! Very much appreciated and happy to help anytime I can! I'm all about easiness and efficiency! May have good feedback in the future as well
Shelby Parker
Thanks for sharing this, Dillon Sprague — totally hear you on how inefficient it is to have to set a date range just to view all active/open deals. This is really helpful context, and I’m looping it into our review so the team can assess the best way to support an “Alive vs Dead” style filter (without forcing dates). If we need any additional details on your workflow, I’ll follow up.