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Leads and Prospects

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Add new accounts as a lead in DSP Elite

It would be helpful for all of the new accounts that are created in DSP to be auto-tagged as a lead. A new account = a lead - and being able to track that and add them into our "lead" sequence of emails would eliminate the need for this having to ...
Nicole Odo over 1 year ago in Leads and Prospects 0

Leads & Prospects - Have convert to parent generate this is a student as well

We are an all adult studio. When we convert a lead into a parent, we would like the option of selecting this parent is a student at the same time. It's cumbersome to enter the information twice.
Angel Venegoni over 1 year ago in Leads and Prospects 0

an option to pay in full when booking for a trial package, without settign up auto pay

All our fully enrolled customers have Auto pay set up. However when a new lead books, we don't request them to set up auto pay, as it can put them off pursuing a trial class. Could their be a one off payment option for trial students to just pay o...
Linda Mckay over 3 years ago in Leads and Prospects 0

Select and Move to Inactive or Delete

The select multiple function is there and I like the option to contact everyone at once. BUT! There really needs to be a way to move multiple leads into inactive or delete multiple leads at once using the select multiple function.
Office Desk over 3 years ago in Leads and Prospects 0

parent name in student by date report

I'm struggling with the tracking of our leads center enrollment because the trial student by date only gives the students name and leads center only provides the parents name. Please include both the student and parent name in the trial students b...
Stephanie Cox over 1 year ago in Leads and Prospects 0

Lead Center same as current students

Instead of having a separate Lead Center, could it just be with all students and have a field if they are a lead, prospect to check and you can filter by client type? I used MindBody for ten years; that is how they set it up. It would be nice to e...
Alicia Dobson over 1 year ago in Leads and Prospects 0