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Leads and Prospects

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Get a notification or email when you receive a lead

What specific challenge or problem does this idea solve? Save having to Check lead center for new leads How should this work? Should be a notifiaction on the home page or as an email to notify staff Who will benefit (Admins, Staff, Students)? admi...
Vicky Cook 25 days ago in Leads and Prospects 3 Already exists

Have All "new accounts" go directly into leads center

So often people create a new account and do not sign up for a class. It would be incredibly helpful/useful if all "new accounts" automatically went into the leads center to fire off automations in an attempt to capture those leads. Right now I hav...
Padma Curren 30 days ago in Leads and Prospects 0

Have all new accounts created go to the Leads Center.

until they register, for ease in tracking and preventing clients to slip through the cracks.
Carey Puumala over 1 year ago in Leads and Prospects 1

Add Age and DOB Fields to Leads & Prospects List

LEADS & PROSPECTS - PLEASE ADD D.O.B and AGE to list and reporting PLEASE PLEASE add D.O.B. and current AGE to the list of Leads & Prospects!!! This seems useless to me without it!!! If I want to market to kids ages 4-6 for a CAMP, there i...
Kara Felmlee almost 2 years ago in Leads and Prospects 1

Show the day & time when scheduling a trial from a Lead Center Landing Page

This idea is for the new Lead Center. When a parent picks an Age, the applicable classes appear in the circled dropdown. Only the name of the class shows, which makes it hard for a parent to know if they can attend that particular trial. The paren...
Traci Henney 7 months ago in Leads and Prospects 0

Add a calendar to the Trial Booking page.

Adding a calendar to the trial booking page (much like the one used to log absences) would be so helpful. Currently its a drop down list of numbers, so you need to look at a calendar to confirm the date.
Erica Hendry over 2 years ago in Leads and Prospects 1

Web form that creates a lead

I would love to be able to have a web form that would create a lead in the system when filled out. So we can have a "Get more info" type form on our website or link on Facebook that creates a lead in DSP and sends us an email too alerting us to th...
Suzy Goodin (staff) over 3 years ago in Leads and Prospects 0

Email directly from leads and prospects

It would make leads and prospects actually useful
Melanie Benson almost 4 years ago in Leads and Prospects 4

Automatic "Lead/Prospect" for Incomplete Registration

It would be extremely helpful if a parent who never finishes online registration automatically is added to the leads and prospects lists and marked as "incomplete registration". And if and when they finish registering it automatically takes them o...
Studio Director over 3 years ago in Leads and Prospects 0

Auto Reminder text. 24-hrs before first class

It would be super helpful, if someone has signed up for a trial or is a new student. If they could have a 24-hour before first class text reminder automatically sent to them from our Business number (NOT AN GENERATED PHONE NUMBER!)
Ciara Glass almost 4 years ago in Leads and Prospects 1