Stop leaving sold customers in engaged or visit phase
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OSIRIS ARGUETA
Trying to see active customers from current month remove the sold customers from the engaged or visit, When I look at those pages I want to see active leads that I can follow up with. If I want to see the sold customers I'll go to the sold page or add a way to filter sold and not sold customers
Shelby Parker
Thanks for flagging this, OSIRIS ARGUETA — totally hear you on wanting the Engaged/Visit views to reflect only active leads you can follow up with. This is really helpful context, and I’m sharing it with the team so we can review options like excluding Sold customers from those stages (or adding a Sold/Not Sold filter). If we need any extra details on your workflow, I’ll follow up.