Leads inbox

One feature I would really find helpful for leads is the ability to convert it to a deal, but still track my leads data after that. I am responsible for knowing how many leads I generate per month and how many I convert as well. I can't really do that if  I convert it to a deal because it is gone from my inbox, so I'm having to create duplicate deals. Having an insights page showing how many leads I added that month, how many leads I converted to deals that month and what my conversion rate is would be really great!

Thanks!

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Jennifer Bacak , thank you for your feedback!

    We have good news for you: we are working exactly on having lead conversion reports in Insights, so it's just a matter of time. Stay tuned!

    If you want to be the first to know what we're working on and even get to try out early versions of new and improved features, join our Research and Beta Testing channel right here. 🚀

  • Marketing_16896
    Marketing_16896 Posts: 5
    edited December 2020 #3

    Hi @Jennifer Bacak , thank you for your feedback!

    We have good news for you: we are working exactly on having lead conversion reports in Insights, so it's just a matter of time. Stay tuned!

    If you want to be the first to know what we're working on and even get to try out early versions of new and improved features, join our Research and Beta Testing channel right here. 🚀

    @Inês Batata  any news on the ETA of this feature? 

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

    Hi @Jennifer Bacak , thank you for your feedback!

    We have good news for you: we are working exactly on having lead conversion reports in Insights, so it's just a matter of time. Stay tuned!

    If you want to be the first to know what we're working on and even get to try out early versions of new and improved features, join our Research and Beta Testing channel right here. 🚀

    Hi @Marketing , thank you for your interest!

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

    We're aware of how eager our users are to see reports on their leads' performance and I guarantee that as soon as we start doing beta testing and when it goes live we'll announce it here in the Community. We appreciate your understanding.

    Here’s how to stay on top of what’s coming down the line: