Leads - shows all leads
under review
A
Alan Thomas
Leads bucket show all customers regardless of source
Created by Laura Brewer
Shawn Goebel
Alan Thomas Thank you for the feature request! You can see all Leads and Campaigns in the Leads stage with a Date Filter. This will show all Leads that came through this stage during that timeframe. Are you not seeing that? Thank you!
C
Caitlyn Wetherald
Shawn Goebel No sir. Say a customer's original lead came in 40+ days ago. If they submit another inquiry today, the customer will not show in the current month's date filter because of the deal created date. I'm not sure if this is exactly what Alan is referring to, but it would be extremely helpful if we could have a timeline of every inquiry to make sure opportunities aren't missed.
Shawn Goebel
under review
Shawn Goebel
Alan Thomas Thank you for the feature request! If you're looking at the Leads bucket of the Pipeline, you will see Internet Leads and Campaign Leads. Is that what you're looking for or is there something else you're looking for on this? Thank you!
Shelby Parker
Great to hear your perspective, Alan Thomas! Following up on this:
- What specific criteria or filters would you like to apply to the leads bucket to differentiate customers by source?
- Are there any specific lead sources you are particularly interested in tracking separately?
- How frequently do you need the leads data to be updated or refreshed in the system?
L
Leslie Puentes
Shelby Parker could you add a filter to separate open and dead leads