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Overview Page Flagged Leads
Under Consideration
Maybe this is already a feature and I just don't know it.
Is there a way to flag a lead and have it pop up in say 2 weeks? So I would flag it now, or mark it so that it will auto flag in 2 weeks.
This would be helpful when I call clients and they say "Oh so-and-so wont be in until 4/30 because they are in Pakistan/medical leave/vacation etc". I would flag them then for follow up, but if there was a way that it wouldn't show up until 4/30 on the overview page... Maybe as part of the manual flagging for follow up process?
Also not all my leads have a date flagged showing up?
I like this idea
We've talked about adding a "don't follow up until date" which may eventually come.
In the meantime, the CRM tasks can be helpful to setup follow-up reminders.
You can also add an optional date field that can be used for filtering (how-to video)
We've talked about adding a "don't follow up until date" which may eventually come.
In the meantime, the CRM tasks can be helpful to setup follow-up reminders.
You can also add an optional date field that can be used for filtering (how-to video)
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