Leads Quick Tab Filterable
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Xavier Marshall
It would be great if you could filter the quick access Leads tab for new vs pre owned, that way managers could just see their relevant leads for their sales department.
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Shelby Parker
Hiya Xavier Marshall, thanks for this post! I have a few more questions for you:
- What specific criteria should be used to differentiate between new and pre-owned leads?
- How frequently do managers need to access this filtered view?
- Are there any additional filters or sorting options that would be beneficial for the Leads tab?
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Xavier Marshall
Shelby Parker
1) Vehicle of interest could be used to differentiate the new vs pre owned lead.
2) As a manager I would look at that quick access tab several times per day.
3) Personally I don't think I would need any other filters for that tab.