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! |