Lead Feature





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.
Comments
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This will come in a few weeks most likely! We're currently investigating this.
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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).
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Mike van der Valk said:
This will come in a few weeks most likely! We're currently investigating this.
Thanks Mike
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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
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Also source, can this be opened up as well to include greater ways from where lead came from, not just saying IMPORT
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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?
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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
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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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