Leads Inbox can now be sorted by column

Inês Batata
Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
2500 Comments Second Anniversary 5 Likes First Answer
edited July 28 in What's New #1

A highly-requested update in the Leads Inbox is live! You can now sort your leads based on any of the available columns, giving you more control over how you see your data, helping you stay organized your way.

Expect even more Lead Inbox improvements in the upcoming weeks. Get a complete overview of Leads Inbox here.

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Comments

  • Chris Clegg
    Chris Clegg Posts: 17
    10 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    How are folks defining a deal vs a lead?  I sell in B2B services and we often have a fairly long sales cycle.  I'm wondering the difference between someone who makes it on our list, someone whom we have contact with, versus someone who presents a need.  

    When we uncover a need, they are definitely a deal.  But before that, I'm not sure.  Curious how others have handled it.

  • Sabrina S
    Sabrina S Posts: 15
    edited February 24 #3

    Can we convert leads in bulk based on some filters?

  • Jawaad
    Jawaad Posts: 2
    edited February 24 #4

    How can I configure the columns I want to show in the leads section ? 

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #5
    Sabrina S said:

    Can we convert leads in bulk based on some filters?

    @Sabrina Not yet, but hold on tight and stay tuned for both bulk editing and filters in the Leads list view! 

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 2021 #6
    Jawaad said:

    How can I configure the columns I want to show in the leads section ? 

    HI @Jawaad ! That will be possible later on, we're working on it. 🙂

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #7

    How are folks defining a deal vs a lead?  I sell in B2B services and we often have a fairly long sales cycle.  I'm wondering the difference between someone who makes it on our list, someone whom we have contact with, versus someone who presents a need.  

    When we uncover a need, they are definitely a deal.  But before that, I'm not sure.  Curious how others have handled it.

    Hi @Chris Clegg

    There's been some really interesting discussions about that here in the community, check out some examples that might help you:

  • Ricardo Brandão
    Ricardo Brandão Posts: 6
    First Comment Community Driver
    edited February 24 #8

    Complete Filters as we have in Deals would be a game changer

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #9

    Complete Filters as we have in Deals would be a game changer

    We're working on filters for Leads, stay tuned... 🚀

  • Etienne JAN-AILLERET
    edited July 2020 #10
    Jawaad said:

    How can I configure the columns I want to show in the leads section ? 

    Hi @Inês Batata
    Looking forward to see that ! Any visibility in the roadmap for this feature ? We really need to see the name of the prospect in this section.
    Thanks !

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #11
    Jawaad said:

    How can I configure the columns I want to show in the leads section ? 

    Hi @Etienne JAN-AILLERET

    We have a lot of improvements planned that will make Leads visually more similar to the List View you have for Deals, for example, so that might be a possibility. We'll always post about new things here in the Community so you don't miss out. 🚀

  • Titouan Parand_39894
    edited May 2021 #12

    Hey, we definitly need some filters to prioritize our leads.