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Leads and Prospects

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Change bulk lead options

It would be nice to have the ability to change selected leads in a bulk fashion. Whether it's changing the stage, campaign or source, it would be nice to do this in one click instead of having to go into each individual lead. I have a stage create...
Elizabeth Jacobs 9 months ago in Leads and Prospects 0

Parent name in trial students by date report

It would be great if before the fall hits to either have the parents name in "trial students by date report" or add the students name in a column to the leads dashboard. Right now, it takes about 4 clicks longer than it should text the trial a 24 ...
Stephanie Cox 9 months ago in Leads and Prospects 1

LEADS & PROSPECTS: Adding MORE Data Entry Fields

I would like to use the DSP "Leads & Prospects" feature more, however it's missing pertinent information in the Data Entry Fields. It would be very helpful to add a field for 1) Parent Name and 2) Age (this would need to display current age fr...
Kara Felmlee over 3 years ago in Leads and Prospects 0

a way to add more than one trial at a time -

It would be useful in my business to allow the end user (admin) to enter more than one class at a time for a trial class. Currently we offer a 7-day free class pass. They can come and try as many classes as they want to for a week - right now i ha...
Brandy Christensen over 3 years ago in Leads and Prospects 0

Grouping(s) or stage(s) that are customisable that individual leads can be catagorized by

Can keep track of a lead email/phone campaign right on DSP. To be able to mass email an entire 'group' would also be helpful. All leads start as 'new' and depending on customisation can be moved from 'stage 1' to 'stage 2 ' and ect
Reina Gannon over 3 years ago in Leads and Prospects 0

Provide code for landing page for FB ADS

please provide code for the landing pages so that we can install them on our websites and utilize the fb pixel successfully for running fb ads to it.
Guest over 1 year ago in Leads and Prospects 0

Lead center display

It would be helpful if there was a column for notes on the lead center in display. I do this in excel and it is helpful to see it all at a glance instead of having to click through.
Guest over 1 year ago in Leads and Prospects 0

Leads and Prospects - Add a Student AGE FIELD

It would be very helpful to add a STUDENT AGE Field to "Leads and Prospects". I would like to use this data for target marketing. However, since there is not age field, I have to go thru each lead to determine their ages to email them the appropri...
Kara Felmlee about 3 years ago in Leads and Prospects 0

Embedding a lead form that syncs with lead and prospects on DSP

This would eliminate double steps from importing leads from your own contact form enabled on your website and would directly populate into DSP under Leads and Prospects. Having one from DSP that embeds into your website would be ideal!
Jaymie Orozco about 3 years ago in Leads and Prospects 0

Include Student's Name and Name of Class of Trial Booked in Leads Report

It is nice that the leads center gives you a list of all parent leads and phone numbers. The student's name and the class they were scheduled to take are not listed, so I am still having to into each leads account and find out the student's name a...
Brady Ceppaluni 6 months ago in Leads and Prospects 0