ℹ️ New Community Terms of Service ℹ️
Hi all! If you already have a Community member account and get a prompt about our new Terms, all you have to do is read and accept them and continue your login as usual. No need to create a new account, and you also won’t be asked again when you come back. Thank you for growing with us!
New Leads Feature

Brad_4395
Posts: 3


Thanks for introducing the Leads Inbox feature it will allow us to achieve a lot more. Up until now we have had two separate pipeline states (Lead and Prospect) to capture possible deals. We then have to filter our data to exclude these when doing forecasts. Having a separate leads 'bucket' will allow our marketing people to collect more early stage data without impacting our forecasts (or editing workload).
Our business is an engineering consultancy so we get a lot of inquiries from from inventors and people looking for us to invest in their ideas - all stuff that we don't want entering our pipeline until it has been manually qualified.
Be interested to see how the Leads feature develops.
Tagged:
0