LEAD DATE FILTERS
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Corey Waltemyer
Leads Filter Date. Have a Rollnig 2 days or 3 days or week. It's a MUST!!!!!!!!!!!
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Corey Waltemyer
Honestly rolling 3 days because of us coming in monday from saturday evening close.
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Corey Waltemyer
Re: I find this to be an essential date range. Most important thing to our managers and BDC is to see what came in after close into the next day. Having multiple difference options is great but they need to be rolling. I thought setting it up "this week" would be rolling and it's not. then there is "today" but then i have to switch to "yesterday" Then there is customer to get those two days but that i have to switch that again the following day. A rolling 2days would be perfect. It's nice seeing a snapshot of the leads that came in over the night included with days of
Shelby Parker
Hello Corey Waltemyer! I have a few more questions for you:
- What specific use cases or scenarios would benefit from having a rolling 2-day, 3-day, or weekly lead date filter?
- How frequently do you anticipate using these rolling date filters in your daily operations?
- Are there any specific metrics or outcomes you hope to achieve by implementing these rolling date filters?