Create leads within clients and companies [BD/Lead Pipeline]
Option to log leads against a client / contact record and have somewhere to track the progress of it. This would be really help with business development, allowing you to update/ track/ refer leads.
Lauren Dyer
shared this idea
We are delighted to say that this feature is now in open beta and will be progressing to general launch in the next few weeks🚀
-
Sammy Hough
commented
Feedback on OPEN BETA - we have been using this feature for a few days and have the below feedback to help make the feature even better...
1. When a lead is Disqualified it would be good to archive / filter this out of the list of remaining leads
2. In a contact file, on the ‘leads’ tab in the ‘Previous leads’ section it would be useful to be able to click into the previous leads to see the reason why these were disqualified -
Hannah Peacock
commented
GReat idea by me!
-
Anonymous
commented
Totally agree
-
[Deleted User]
commented
It would be great if there was an action on company and contact records to add a lead either from a candidate or from a company advertising a job. It would be great to then have this as a link on the dashboard as well. It would also be great to have a "lead job" as a job type as well.
-
[Deleted User]
commented
.