Force Leads Reports
Either give us the ability to build our own filter or make these changes to one of the Leads set filters: only leads and not current clients and (1) the date displayed is the date the person (not any partner or system updates) last interacted with the website. The current filter and results give the impression that there was recent activity/interest by the person but it was actually a registered opportunity update that brought them to the top of the results. If is there another place in Force that only provides prospect activity for the website, please direct me there.
Comments: 2
Oldest
•
Newest
•
Most likes
•
Fewest likes
-
09 Jan, '25
Mamie Cox Admin PinnedThanks to all who provided feedback on this item. Today, our leads views do have a 'Lead Last Updated' field available for filtering. This field does not take into consideration registration or system automations, and is only based on general lead activity so it should give consultants the ability they are looking for here.
Please continue to send along any new requests for general lead feedback and features! -
21 Apr, '23
Ronda RobinsonConsider putting together a Leads task group for robust ideas and feedback.
cspke38olmcn0abx6uqd.png