Leads
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Sam Alvarez
Apparently we have to go to different tabs to see leads in certain status, date, time. We should have a place where all the leads show no matter what.
Shelby Parker
Thanks for flagging this, Sam Alvarez — totally hear you on the friction of having to bounce between tabs just to get a complete picture of your leads. To make sure we’re scoping the right “all leads” view, could you share: (1) which leads you’d expect to show up there (all statuses/sources/time ranges), and if there’s anything you’d want filtered out by default; (2) what you’re mainly trying to do that’s harder today because things are split up (daily follow-ups, reporting, auditing, catching missed leads, etc.); and (3) which specific tabs/views you’re currently switching between to find leads by status/date/time? That context will help us evaluate the best approach.