Sort/filter Scheduled Follow-Ups
under review
J
Joy Hunt
Am I the only one who falls behind on my follow ups? But when you're trying to get caught up, you want to be strategic and focus.
On the Dashboard, you can see follow ups that are due today or past due, but you can't sort them by date or filter them at all (lead source, etc).
And on the Contacts page you can't see the scheduled follow up date except by opening up the individual record.
It would be great if, in one of those locations, you could sort/filter by the follow up date, follow up method (email vs phone etc.), Lead source, status, and it would be great if you could apply multiple filters at the same time.
Nichole OHearn
under review
S
Sarah van Akkeren
Yes - I love this! I would love to be able to see upcoming follow ups as well - there are those days that I fly through the follow ups that I have, and knowing that I have a fuller day coming up, it would be great if I could get started on the next follow ups ahead of time. Plus, being able to do this would also help highlight if we've missed setting a follow up for a lead, and then they fall off our radar completely.
J
Joy Hunt
Sarah van Akkeren Yes, this too about being able to see if we missed scheduling a follow up!