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Leads and Prospects

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I’d love the option to create separate stages and automations for different campaigns

What specific challenge or problem does this idea solve? This helps solve the challenge of managing multiple campaigns at once by allowing each one to have its own tailored stages and automations, instead of trying to force everything into a sin...
Chandalae Lanouette 30 days ago in Leads and Prospects 0

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 about 2 years ago in Leads and Prospects 1

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 about 3 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) almost 4 years ago in Leads and Prospects 0

Email directly from leads and prospects

It would make leads and prospects actually useful
Melanie Benson about 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 about 4 years ago in Leads and Prospects 1

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 over 1 year ago in Communication / Leads and Prospects 3

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 11 months ago in Leads and Prospects 0

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