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Leads and Prospects

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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

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 6 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 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 about 1 year ago in Leads and Prospects 0

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 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 9 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 almost 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 over 1 year ago in Leads and Prospects 0

visible notes in the Leads & Prospects list.

A notes field that is visible from the main Leads & Prospects page would be awesome! We would like to add follow up dates and other information that is quickly reviewable and actionable from the list.
Mike Dalena 10 months 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 11 months ago in Leads and Prospects 0