Leads - shows all leads
under review
A
Alan Thomas
Leads bucket show all customers regardless of source
Created by Laura Brewer
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