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Leads and Prospects

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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

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 10 months ago in Leads and Prospects 1

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

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 4 months ago in Leads and Prospects 0

REALLY need more options to select students by more than one filter!!

We can select "active" students without classes OR by age, but not both! To send targeted emails or recommend classes, etc. we NEED more than one filter. PLEASE, PLEASE, PLEASE. This would make our follow up so much easier and organized, instead o...
Debbie Werbrouck over 3 years ago in Leads and Prospects 1

Improve efficiency for Leads Center - Leads page

On the Leads Center - Leads page, it's crucial to be able to see more information at a glance, including notes and what students are associated with each parent so you can search accordingly. Right now it's very inefficient having to click through...
Katie Homer 8 months 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 about 1 year 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 over 1 year ago in Leads and Prospects 0

Improvements needed to the "Leads & Prospects" Feature

I have tried "Leads & Prospects" before but the feature seems to be missing some important data collecting fields that has kept me from using it. I would really LOVE to use it if stored more data so I can easily market to specific age of stude...
Kara Felmlee almost 4 years ago in Leads and Prospects 2

Leads & Prospects - Add AGE Field

PRETTY PLEASE add an "age field" to the Leads & Prospects list!!! Whenever I want to email these contacts for specific classes, I have to go into every entry to see the birthdate, then tabulate the age, then make a list of who I should email. ...
Kara Felmlee over 2 years ago in Leads and Prospects 1