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Leads and Prospects

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Landing Page

The day and time of the class is not listed on the landing page. The lead doesn't know the time of the class, unless they book the trial. I included the day in my class name, but the lead really needs to know what time the class is, before booking...
Brady Ceppaluni 9 months ago in Leads and Prospects 1

Different Trial email for different seasons/classes or groups

What specific challenge or problem does this idea solve? Be able to send different email to trial students based on their season, class or group. For example it means your not sending the same welcome /trial email to students who are 18 years old ...
Jemma Jacobs about 2 months ago in Leads and Prospects 0

Notification when a new text message comes in on Lead Center

It would be helpful to know when a new message comes in on Lead Center
Guest about 1 year ago in Communication / Leads and Prospects 2

The ability to move a parent from Inactive to Leads Center

I would like to move a parent from "inactive" to a "Lead" in the leads center. Right now, we have to have two accounts for a person who has made an account with us (either in the past or recently) if we now want them receive automated contact in o...
Guest over 1 year ago in Leads and Prospects 0

Lead Center Recognizes when someone creates a DSP Acct

It would be helpful if Lead Center could detect when a lead creates a DSP acct. Once the acct is registered, it searches Lead center and matches. This could also avoid double entries in DSP.
Elizabeth Jacobs 11 months ago in Leads and Prospects 0

New Lead - PLEASE Add a Quick Link

Would love a quick link for a new lead so I don't have to go to magic>lead center>leads>lead options>add new lead. Way too many steps. Should be easy just like quick links for "Add a New Family" etc. Thanks!
Belinda Lenhard about 1 year ago in Leads and Prospects 0

Follow Up date for Leads

It would be so awesome to have an item on the Leads & Prospects page for a date to followup with the lead. As we go through leads and call or email them we can change the date to the next followup and our office staff would know who needs acti...
Mike Dalena 7 months ago in Leads and Prospects 0

Make it possible for leads to be added WITHOUT having to log-in to a pre-existing account

What specific challenge or problem does this idea solve? If I wanted to make a campaign to re-engage previous leads, they can not be added to any automations if they already have a DSP account. This significantly reduces the amount of leads I can ...
Tylene Nichols 2 months ago in Leads and Prospects 0

Landing Pages need way more functionality

What is the point of the new landing page option in the elite version when it's essentially just having parents create an account and then requiring admin to manage and filter the leads? I was under the impression that the landing page would lead ...
Stefanie Swinnard 5 months ago in Leads and Prospects 4

Lead Center New Leads set automatically to not receive statements

When adding a new lead in the Leads Center the default setting should be that they do not receive statements. Once enrolled this setting should change to "receive statements"
Garance Nienhuis 7 months ago in Leads and Prospects 0