Make weblinks clickable in Leads section
My sales team reports that weblinks retrieved from Organization data and displayed under Leads section are not clickable. I can reproduce that under Firefox and Chrome. Please update.
So far I'm sorry to report back that feedback from my team on the new leads feature is mainly not enthuastic. Team members complain about not having enough fields to store data related to a qualified person (e. g. postion – as mentioned in a separate post).
Comments
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Thanks for writing. I'd love to learn more specifics as to what your team is missing in the leads section. We're working hard on improving it with some teams right now and curious to learn if we're on the right track for your team. Custom fields, filtering, etc.. is already being worked on fyi.
Could you clarify a little more please where you store that weblink right now, perhaps add a screenshot here? Then I can check it out and have our team take a look smile
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@Mike van der Valk Thanks for your kind reply. Attached there is a screenshot with the complaints from my team.
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Christoph Lieck said:
@Mike van der Valk Thanks for your kind reply. Attached there is a screenshot with the complaints from my team.
@Christoph Lieck amazing thanks for the very clear explanation! Our team is currently working on syncing our custom fields across to the leads as well so fields missing for notes or job role on the contact person can be added once we finish it. When it comes to syncing labels, the link not being clickable and the single note, I'll pass on this feedback to our team here thanks
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@Mike van der Valk I also received the feedback today, that Excel export would be helpful with leads inbox for reporting purposes. As of today, there is no way to analyse progress with deals – but maybe we misunderstood the whole concept behind it …
To clarify what we are doing: We import public available company adress data into Leads inbox and then start qualifying this data. I. e. we research persons within this organisation that are relevant to us and we can talk to. Once we've talked to a real person, we label the lead "qualified" and maybe, if the person showed interest in our offer, we convert the lead later into a deal. As you can see from this use of the inbox, the number of qualified leads in a given period matters to me as a manager because it's a labour intensive process. Currently I see no way, to track this kpi.
However, please let me know, if we completely misunderstood the lead inbox and use it the wrong way. Thanks.
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Christoph Lieck said:
@Mike van der Valk I also received the feedback today, that Excel export would be helpful with leads inbox for reporting purposes. As of today, there is no way to analyse progress with deals – but maybe we misunderstood the whole concept behind it …
To clarify what we are doing: We import public available company adress data into Leads inbox and then start qualifying this data. I. e. we research persons within this organisation that are relevant to us and we can talk to. Once we've talked to a real person, we label the lead "qualified" and maybe, if the person showed interest in our offer, we convert the lead later into a deal. As you can see from this use of the inbox, the number of qualified leads in a given period matters to me as a manager because it's a labour intensive process. Currently I see no way, to track this kpi.
However, please let me know, if we completely misunderstood the lead inbox and use it the wrong way. Thanks.
@Christoph Lieck thanks for clarifying. Happy to tell you that our teams are working on adding leads to our reporting and also the ability to export leads to a spreadsheet. We're also going to add API access to the leads so that anything you want can be automated. So in short, we're working on it. 🚀
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