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Leads and Prospects

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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 almost 4 years ago in Leads and Prospects 0

A Lead Stage for the Day Before Their Trial

For the automation stages, it would be great if we could set up an automatic text that would automatically send their date/time of their trial the day before the trial date.
Brady Ceppaluni 12 months ago in Leads and Prospects 2

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 12 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 about 1 year ago in Leads and Prospects 1

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 7 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 7 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 7 months 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 over 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 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