Leads Inbox can now be sorted by column

Inês Batata
Inês Batata Posts: 2,027 VERIFIED MEMBER
2500 Comments Third Anniversary 25 Likes First Answer
edited July 2022 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 Member Posts: 10 VERIFIED MEMBER
    10 Comments Second Anniversary Combo Breaker Photogenic
    edited February 2022 #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 Member Posts: 8 VERIFIED MEMBER
    10 Comments
    edited February 2022 #3

    Can we convert leads in bulk based on some filters?

  • Jawaad
    Jawaad Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #4

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

  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 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 Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 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 Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2020 #7
    Chris Clegg said:

    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 Member Posts: 4 VERIFIED MEMBER
    First Comment
    edited February 2022 #8

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

  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2020 #9
    Ricardo Brandão said:

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

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

  • Etienne JAN-AILLERET
    Etienne JAN-AILLERET Member Posts: 1 VERIFIED MEMBER
    First Comment
    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 Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 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
    Titouan Parand_39894 Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited May 2021 #12

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

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