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Feedback & SuggestionsLeadsDeals

Asked a question 2 months ago

Who would like 'New Leads' information to show under the Organisation and Contacts view, just like a Deal does?

Yes it would be handy to see that information

No - don't need to see it

1 comment 4 votes

Liked by Karel Pavlicek

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Leads should be able to convert to contacts and organizations apart from converting to deals because, very often, leads ... will be decisive in bringing more deals

Would it be useful to have lead nurturing email sequences using templated emails and merge fields? (e.g. drip campaings ... a call is recorded on the deal/contact)

Call Recordings to show in Contact /Organisation Timeline?

Do you like the idea of having a shared email inbox in the lead section. This could work similar like the new chat. It ... or deal or assign them to a employee.

Leads: noticed new functionallity for LEads today. Does this new module come with api possibilities?

Hi Everyone. I really like the new Lead functionality. Is there any way to revert already established deals to leads. ... good approach. Any ideas are welcome.

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Asked a question 2 months ago

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