Lead Stage Bucket In Pipeline | Voters

Lead Stage Bucket In Pipeline

Alexis Smith

There should be a lead stage bucket in the pipeline. It is really easy to forget about lead-stage customers when you have to go to lead history to find them.

Shelby Parker

Thanks for posting this, Alexis Smith — really appreciate the feedback. Totally hear you on how easy it is for lead-stage customers to slip through when you have to dig into Lead History. I’m sharing this with the team so we can review adding a lead-stage bucket in the pipeline, and we’ll follow up if we need any extra details.