Leads view

Linda Tso
Linda Tso Posts: 3

Is it possible for us to edit the page view of the Leads tab? 

We would like to be able to see the Person and Organisation details, preferably also the Notes if possible

This is so that the salesperson assigned to the lead can see more details on each lead instead of having to click into each one.

Thank you

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited December 2020 #2

    Hi @Linda Tso !

    This is very useful feedback you're giving us, as the Leads Inbox feature is still being worked on. We're currently working on building improvements to the way information is displayed and how you can interact with it (columns, filtering, labels, emails).

    At the time it's not possible to see Person and Organisation details without clicking individually, but I will forward your suggestion internally for consideration. Are you aware of our Research and Beta Testing channel? I think you might like to join it, it's where you can be the first to know what we're working on and get the chance to test our early versions of new and improved features to give us feedback. 🚀

  • Linda Tso
    Linda Tso Posts: 3
    edited February 24 #3

    Hi Ines, thank you, at this stage I will not participate in the Research & Beta testing, however I'd like to get updates on this specific feature request when it moves forward. Is this possible? 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #4
    Linda Tso said:

    Hi Ines, thank you, at this stage I will not participate in the Research & Beta testing, however I'd like to get updates on this specific feature request when it moves forward. Is this possible? 

     @Linda Tso We'll certainly post about it here in the Community, so keep an eye out. And don't worry, you can join the Research and Beta Testing group but that doesn't force you to participate in anything, you can just be there to read the news on what's coming up. 🙂

  • Linda Tso
    Linda Tso Posts: 3
    edited February 24 #5

    Hi there, is there an update to this function/feature please? Our team has been asking for this again

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #6
    Linda Tso said:

    Hi there, is there an update to this function/feature please? Our team has been asking for this again

    Hi @Linda Tso !

    We plan to bring improvements to the Leads Inbox and I believe that will be one of them. as priorities and resource allocations for development have to be distributed and unfortunately not everything can be built or at least built in the near future. 

    We aren't very keen on giving out expected dates as things in software development can sometimes go significantly quicker or slower than expected due to depending on many moving parts.

    That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Speaking of which, here’s how to stay on top of what’s coming down the line:

  • Robin Blandford
    Robin Blandford Posts: 22
    10 Comments First Anniversary Photogenic
    edited July 5 #7

    +1 from us