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Leads and Prospects

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Option to Add an Existing Account to the Leads Center

What specific challenge or problem does this idea solve? Parents can input important/accurate information, ensuring their account is updated when added to the lead center. How should this work? An option in the lead center to add an existi...
Bailey Bishop 3 months ago in Leads and Prospects 0

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

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 about 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

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 4 months 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

automation specific to landing pages in leads center

Hello, We are currently using the leads center and we are noticing that when we set up automations, the message isn't campaign or landing page specific. For example we are running an art ad that contains a link to a free virtual art lesson and our...
Stephanie Cox about 2 years ago in Leads and Prospects 1