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Search results: Leads and Prospects

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a way to add more than one trial at a time -

It would be useful in my business to allow the end user (admin) to enter more than one class at a time for a trial class. Currently we offer a 7-day free class pass. They can come and try as many classes as they want to for a week - right now i ha...
Brandy Christensen almost 4 years ago in Leads and Prospects 0

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 about 1 year 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

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

Leads generation and management for Australia

Would love to get rid of Salesforce and have everything come through to one place with DSP. Lead generation from our website directly into DSP would be so much easier. Have been told this is active in US already - would VERY much appreciate this i...
Chloe Savanah 12 months ago in Leads and Prospects 1

Automated Triggers for Stages

It would be nice if there are automated triggers that would move the lead from one stage to another and those triggers could be established when creating a stage instead of having to change it manually. Lead moves to DSP Acct stage when a DSP Acct...
Elizabeth Jacobs about 1 year ago in Leads and Prospects 0

Running Multiple Campaigns

It would be great to be able to run multiple campaigns through Lead Center at one time, each with different automations. So when you have two landing pages (one for Summer Camp, for example, one for Open House in the fall) they can receive automat...
Elizabeth Jacobs about 1 year ago in Leads and Prospects 0

Add note for selected leads

This would be useful for tracking lead promos. You could check all leads you want to email, send them a promo and make a note that they received an offer without having to write each one individually
Lisa Gaunt over 1 year ago in Leads and Prospects 0

Ability to call lead directly from lead contact

If we could one touch tap the leads phone number in the app version of DSP, that would be amazing.
Katie Ibarra about 3 years ago in Leads and Prospects 0 Done!

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