Lead Feature

Jorge Martínez Marbán
Jorge Martínez Marbán Posts: 61
10 Comments Second Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

The functionality of the new lead tab is very limited when you try to convert to a deal you can only add some fiels but not all of them. 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2022 #2

    This will come in a few weeks most likely! We're currently investigating this.

  • Marcel Merkx
    Marcel Merkx Posts: 5
    edited February 2022 #3

    I will echo Jorge: during the Lead nurture phase we are rying to collect website, company size, BANT and what not. Would be great if these could be fields in the person/organisation which are entered straight fom the Leads UI (and thus be available once the Lead converts to a deal).

  • Jorge Martínez Marbán
    Jorge Martínez Marbán Posts: 61
    10 Comments Second Anniversary Photogenic
    edited May 2021 #4
    Mike van der Valk said:

    This will come in a few weeks most likely! We're currently investigating this.

    Thanks Mike

     

  • Jorge Martínez Marbán
    Jorge Martínez Marbán Posts: 61
    10 Comments Second Anniversary Photogenic
    edited May 2021 #5
    Marcel Merkx said:

    I will echo Jorge: during the Lead nurture phase we are rying to collect website, company size, BANT and what not. Would be great if these could be fields in the person/organisation which are entered straight fom the Leads UI (and thus be available once the Lead converts to a deal).

    Thanks Marcel

     

  • Fiona Montgomerie
    Fiona Montgomerie Posts: 4
    edited February 2022 #6

    Also source, can this be opened up as well to include greater ways from where lead came from, not just saying IMPORT

  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited April 2020 #7
    Fiona Montgomerie said:

    Also source, can this be opened up as well to include greater ways from where lead came from, not just saying IMPORT

    @Fiona Montgomerie we're working on this :) any particular one you have in mind? Or you'd just like to be able to freeform fill it in? 

  • Fiona Montgomerie
    Fiona Montgomerie Posts: 4
    edited September 2020 #8
    Fiona Montgomerie said:

    Also source, can this be opened up as well to include greater ways from where lead came from, not just saying IMPORT

    Freeform would be best long term thanks

     

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Posts: 81
    Third Anniversary 10 Comments Photogenic Solution Provider
    edited September 2020 #9
    Marcel Merkx said:

    I will echo Jorge: during the Lead nurture phase we are rying to collect website, company size, BANT and what not. Would be great if these could be fields in the person/organisation which are entered straight fom the Leads UI (and thus be available once the Lead converts to a deal).

    Yes, very important, you can fill in a lot of data during the Lead process, and this follows through once it's converted.

    Also, our customers start their prospecting by importing an excel with company data in a lot of fields, like VAT, visiting address, decision makes etc. It would be great if this could be imported to Leads and follow through once a Deal and Activity is created from the Lead.

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