Ideas Portal

For Studio Pro

Leads and Prospects

Showing 6

Move inactive parents into leads/prospects

I would like to ability to convert an inactive parent to leads/prospects. If someone registers in our system but does not choose a class the system automatically sends them to inactive. I would rather they were sent to leads/prospects so that I kn...

Jamie Roumayah over 2 years ago in Leads and Prospects 0 Done!

Lead Landing Page integration

It would be nice to use a direct form that would put leads directly into DSP. A Form that could be imbed or works with zapier into a website. this would allow for leads not having to be trasfered but they would automatically appear in the system a...

Juanita Williams almost 2 years ago in Leads and Prospects 0 Done!

Notes Convert w/ Leads

HI. Whenever I convert a lead to a student / parent ... THE NOTES DONT TRANSFER!!! - this is frustrating and would love to see that improved

Office Desk almost 2 years ago in Leads and Prospects 0 Done!

Bulk Manage Leads

It would be great to be able to bulk manage leads. Options such as delete or make inactive for the seleted group would be the most useful right away.

Joshua Brooksher over 2 years ago in Leads and Prospects 0 Done!

Transfer notes from leads to students once trials are converted to students

Sometimes the notes entered under a lead are needed even when the lead/trial becomes a student.

Sharon Camarero over 1 year ago in Leads and Prospects 0 Done!

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 almost 3 years ago in Leads and Prospects 0 Done!