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JBarmer
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Member since ‎Aug 20, 2024
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JBarmer on September 11, 2024
Remove "Lead Pipeline" as a default option on the Create Lead form
As it stands now, I do not see any way to add multiple lead pipelines , yet the user must click the "Lead Pipeline" dropdown and choose the only option there when using the Create Lead form . Please provide a way to remove that field from the fo read more
Reply Idea Contacts & Companies
0 upvote
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JBarmer on September 10, 2024
Why is "Lead Pipeline" a default option on the Create Lead form?
As it stands now, I do not see any way to add multiple lead pipelines, yet the user must click the "Lead Pipeline" dropdown and choose the only option there. Am I missing something or is there a way to remove that field from the form (or set the d read more
Reply Discussion Sales
0 upvote
2 Replies
DBrazil on November 16, 2023
Remove lead status from UI when prospecting tool is enabled
With the prospecting tool enabled, the lead status property should disappear from the UI but it doesn't and it is causing confusion. How do I remove Lead Status form the interface? You can't... It is now not needed and confusing as we read more
Reply Idea Contacts & Companies
10 upvotes
2 Replies
JBarmer
Participant
September 09, 2024
I just activated the Leads object for our team and would love it if Lead Status was completely gone.
Solved
EricDeinoff on April 24, 2024
New Leads Object - Pros and Cons for using for Sales/SDR sourced contacts from admin and end users
We are currently using the new Lead object and Lead automation for Marketing Sourced Contacts (i.e. triggered when the lifecycle stage becomes a MQL). The sales team is finally getting on board with the new processes associated with the leads o read more
Reply Discussion best practices CRM Sales
0 upvote
6 Replies
JBarmer
Participant
August 20, 2024
@JLandis wrote: when a lead is Qualified it doesn't carry over any information, forcing you to set everything manually. Wait, what? I have ...read more
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