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.
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!
S
Sip 'n' Swig
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
Sip 'n' Swig: 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.