Marking leads as lost or not relevant

Mikk Märtmaa
Mikk Märtmaa Posts: 29
edited July 2022 in Ideas and Product Feedback #1

Hi, 

How are users of the Leads functionality processing  leads? What are options to note the quality of leads or to categorize them?

Right now, the only option is to either convert a lead to become a deal, or to archive the lead. 

Will there be options to add a reason for archiving, or add statuses for leads as well? 

Otherwise it would be quite hard to find out the quality of incoming leads or why leads are not becoming deals. 

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  • Inês Batata
    Inês Batata Admin Posts: 2,917
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    COMMUNITY MANAGER
    edited August 2020 #2

    Hi @Mikk Märtmaa , thank you for your suggestions!

    We're still developing Leads to give them a bunch of useful new abilities (stay tuned) and I've made sure to forward your feedback to our team for consideration in the future.

    In the meantime, I would suggest using lead labels to mark their quality and mark them as lost when you archive them, as for the time being it's not possible to mark them as lost the same way you do with deals. The same lead can have multiple labels simultaneously, so one can be the source and the other one can be the "lost reason".

    Here are some pro tips to stay on top of what's coming:

  • Mikk Märtmaa
    Mikk Märtmaa Posts: 29
    edited February 2022 #3

    Is it possible to somehow view all leads with the same label in a list, or export them, until the reports functionality has leads?

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited August 2020 #4
    Mikk Märtmaa said:

    Is it possible to somehow view all leads with the same label in a list, or export them, until the reports functionality has leads?

    @Mikk Märtmaa You can now sort your leads by label or using any other column, but at the moment exporting is not available yet.

    In the meantime, if you're comfortable using API, we do have endpoints for Leads that you can use, take a look here. Or you can use one of the analytics integrations from our marketplace; I did a quick search for you, take a look here.

    Here are some pro tips to stay on top of what's coming down the line:

  • Mikk Märtmaa
    Mikk Märtmaa Posts: 29
    edited August 2020 #5
    Mikk Märtmaa said:

    Is it possible to somehow view all leads with the same label in a list, or export them, until the reports functionality has leads?

    Thanks for the update!

    I will use leads when it's possible to report on them and when then can be sorted as qualified/unqualified. 

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited September 2020 #6
    Mikk Märtmaa said:

    Is it possible to somehow view all leads with the same label in a list, or export them, until the reports functionality has leads?

    No problem @Mikk Märtmaa !

    You can already sort your leads: qualified leads are the ones you convert into deals and unqualified leads are the ones you archive or delete; archiving can also be seen as "saving for later".

    We're working as we speak to make Leads Reports a reality in Insights, so keep your eyes peeled, see here.

    Speaking of which, here's how to stay on top of what’s coming down the line:

     

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