Phone up tab in dashboard like internet leads to display similar data.
gathering votes
S
Sam De La Vega
J
Jennifer Bell
I love this idea! Just a way to see leads with a phone source type. The only way I know to see what leads I received by phone are to go to the engaged tab.
We track our daily leads and leads with a phone source are not added to our daily lead tab. So a separate phone source tab or even adding phone source leads to our lead tab and would be helpful!
Drew Adler
gathering votes
Shelby Parker
Hey Sam De La Vega, thanks for your feedback! I have a few more questions for you:
- Could you please elaborate on the specific data you would like to see in the 'Phone up' tab?
- How do you envision the 'Phone up' tab improving your workflow or user experience?
- Are there any specific features from the 'Internet leads' tab that you would like to see replicated in the 'Phone up' tab?
S
Sam De La Vega
Shelby Parker
leads/appts set and %/appts shown and %/appts sold and %
overall closing ratio
with same filters as on activity report to drill down into source description and individual, team and department performance