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Lead types - distinguish between competitors, prospects and customers

Bradley's Avatar


23 Feb, 2012 06:18 PM

Allow for some way to distinguish between different types of leads. This could involve lead tagging or formal type field that allows you to pick between pre-defined categories.

  1. Support Staff 1 Posted by Bradley on 23 Jul, 2012 10:44 PM

    Bradley's Avatar

    We now have a way to mark leads as customers. We're not really doing anything with that designation yet though.

    What would be a good next step? Where you would like to see the data filtered on that field?

  2. Bradley closed this discussion on 18 Dec, 2012 03:43 PM.

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