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LeadBooster
LeadBooster
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9 questions
38 posts

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BCC email address for Leads / convert Deal to Lead

Liking the new Lead functionality, makes sense.

Would be great if all Leads also auto generated smart BCC email address for tracking email correspondence.

Also would be handy to reverse (or convert) a Deal to a Lead in the event the deal goes sour or customer pushes back for a significant amount of time.  Currently I have alot of Deal 'clutter' that I would like to change to Leads.

Please give visibility permissions to livechats

Please give your livechat conversations the same options as everything else when it comes to. "vislibility". I am specifically referring to when a sales agent takes ownership of a chat, as the admin/supervisor I need to see it and/or jump in if necessary.