Lead Management Improvements

Improve the UI/UX of the leads pipeline to more easily manage leads, including:

  • Showing the last note created on the lead card so it can be viewed without needing to open the lead

  • Add the ability to log call activity on the lead include the outcome e.g Call - No Answer, Call - Left VM, Call - Spoke To,

  • Ability to see the activity on the lead in an easier way than navigating to the leads profile and back.

  • Change the sorting in the Trial column. Currently, leads are sorted by their profile creation date, but it would be more useful to sort them by the date they were added to the Trial column.

    This way, if a lead uses a promo code and lands in the Trial column, they will appear at the top of the listβ€”even if their profile was created some time ago. It’s worth considering applying similar logic to the rest of the default columns.

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Upvoters
Status

Considering

Board

πŸ“₯ Suggest Improvement

Tags

Sales

Date

7 months ago

Author

Isaac Buchanan

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