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Ideas Portal
For Studio Pro
Categories Leads and Prospects
Created by Amy Berry
Created on Jan 19, 2025

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.

How should this work?

Update the reports/exports in Leads to include the stage.

Who will benefit (Admins, Staff, Students)?

Admins, staff - better lead management.

How will this change impact your daily tasks or overall experience?

Saves lots of time which frees it up to do other things. This costs admin time and ultimately me money!