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Leads and Prospects

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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 7 months ago in Leads and Prospects 0

exporting inactive leads in lead center

There is not a way to export leads once in active from dsp leads center. I'd like to send them to my mailchimp cold leads list. Please add this feature to the more menu
Stephanie Cox over 1 year ago in Leads and Prospects 0 Already exists

revert students back to leads

I have leads that intended to begin a session but for whatever reason could not and I want to put them back into leads with just a click. (instead of manually entering each one.)
Leah Levy over 3 years ago in Leads and Prospects 0

Email Open Rate and Link Clicks

It would be really nice from a marketing stand pointe to have the ability to monitor and keep track of the email open rate and the link click rate. It would also be an added bonus to know that our parents and students are reading the information t...
Amanda Duckett over 3 years ago in Leads and Prospects 0

Allow embed of forms from leads center on our own website

I'd love to keep my branding and design of my website but more easily have it connect to my site so if I could embed the form instead of having to link to the page that would be most convenient.
Studio Manager about 1 year ago in Leads and Prospects 0

Using Zapier to send a spreadsheet line from Google Sheets to Lead Center

We collect leads through a Facebook Lead form ad, and once they are in FB, we zap them to a google sheet. Neither FB ads or google sheets works to send/zap this info to DSP lead center using Zapier. We pay for the upgraded zapier integration but h...
Stephanie Annandale over 1 year ago in Leads and Prospects 0

notifications of two way sms in leads center

When a lead responds to our 2-way SMS message we do not receive an alert and it does not show in the conversations in their page or on the unread messages until the page is refreshed. We would like to be able to see these immediately and be able t...
Stephanie Cox over 1 year ago in Leads and Prospects 0

Enhance Lead Report with Clickable Contact Information

Original Title: When I run the daily lead report please have the persons information clickable so I can email or contact them directly. Right now I can't even see who the leads parent is or their email. What specific challenge or problem does this...
Bree Johnson 5 months ago in Leads and Prospects 0

Student, Parent, Location, and Teacher Information Needed for Efficient Trial Class Scheduling

Original Title: For Leads I need to be able to see the students name and the parents name. I also need to see location and teacher name so I can tell teachers they have a trial class way easier than looking 10 places for all of that information. W...
Bree Johnson 5 months ago in Leads and Prospects 0