Show Leads and Sold Deals on Desklog
closed
N
Nicole Isabelle
The desklogs should go by day and have options to click a different day . Each lead should come up for that specific day along which customers sold .
J
Jacob Coleman
closed
J
Jacob Coleman
Hi Nicole, thanks for the feedback! The Desklog is designed to focus on customers visiting the store today, as well as sales and deliveries. The best place to track leads for the day is in the "leads" stage of the pipeline, the Daily Activity Report, or Live Dashboard.
Shelby Parker
Great to hear your perspective, Nicole Isabelle! I have a few more questions for you:
- What specific information do you want to see for each lead on a given day?
- How would you like to differentiate between leads and customers who have been sold?
- Are there any specific filters or sorting options you would like to have for viewing leads by day?