CRM-like lead filtering and reminders
in progress
R
Royal Coffee Cart
I want to filter leads like in a traditional CRM. For instance, after contacting a lead, I need reminders to follow up. Additionally, if a lead decides not to proceed, I want to mark them as 'unqualified' instead of deleting them. This would help in managing leads more effectively.
K
Kenny Peterson
Two other additions would be really helpful:
- Custom stages within Won and Lost, such as “Lost: Date Changed / Future Opportunity” or “Won: Recurring Opportunity.” This would make it easier to know who is worth following up with later.
- The option to see leads older than 90 days in the pipeline, so past opportunities can be nurtured and reactivated over time.
Daniel Rediger
updated the status to
in progress
Hey all - we just shipped Pipelines, which allows you to view your quotes on a board view and move them to specific status columns that align with your workflow!
J
Jodie
Daniel Rediger To be able to filter leads rather than quotes would be great. Against a lead to add notes including diary reminders on when to get back in touch with them - Ie. add a contact of someone you met at a networking event and add a reminder to contact them again in a month. Add notes about where you met them and how you may be able to work together
Daniel Rediger
Jodie: So you can currently filter Leads in the "Contacts" section - you can also add a contact and then add notes about that contact.
Only gap here seems to be reminders, unless I'm missing something.