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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 about 1 year ago in Leads and Prospects 1

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

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 about 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 almost 3 years ago in Leads and Prospects 1

Have way for leads to see the time and day of the week the class is on when booking a trial class through a landing page on DSP Elite

Have a way for leads to see the time and day of the week the class is on when booking a trial class through a landing page. It'd be helpful for them to know that they're signing up for a class that Sundays at 1:00pm right away. The way the booking...
Guest about 2 years 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

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 over 1 year ago in Leads and Prospects 0

Add Date of Birth and Address to Landing Page and fill in info on student page

On the Lead Center, on the Landing page, it would be nice to have the date of birth of the student and the address as well. It would also be great if the info from the parents was duplicated and filled in on the students page.
Angie Haver about 2 years ago in Leads and Prospects 0

Be able to label a contact as lead and move them to the lead center

When a parent creates a parent portal, but does not finalize registration, ie leave an abandoned registration card, they become inactive. We need to be able to move these contacts to the lead center, without having to re-enter their data, instead ...
Stephanie Annandale almost 2 years ago in Leads and Prospects 0

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 11 months ago in Leads and Prospects 0