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Ideas Portal
For Studio Pro
Categories Leads and Prospects
Created by Katie Homer
Created on Dec 16, 2024

Improve efficiency for Leads Center - Leads page

On the Leads Center - Leads page, it's crucial to be able to see more information at a glance, including notes and what students are associated with each parent so you can search accordingly. Right now it's very inefficient having to click through all the lead accounts one by one to see the latest update...or to open another tab and search for the student in order to find the lead parent associated with their account. ***It would be GREAT to be able to decide what I want visible on the leads page so I can see what I need to at a glance.