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Leads and Prospects

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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 over 1 year 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

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 3 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 3 months ago in Leads and Prospects 0

Leads Reports - need to include the stage

What specific challenge or problem does this idea solve? We export our inactive leads to long term nurture sequences in a separate CRM. We now have to manually add the stage to our export document in order to know which nurture sequence they go in...
Amy Berry 3 months ago in Leads and Prospects 0

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

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 12 months 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

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