Can only see their own leads + UNASSIGNED
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Ryan Hartigan
Ability for reps to see either leads that are assigned to them and leads that are unassigned. This way there can be a pool of workable leads that are not yet assigned which can be seen by everyone, or have other contacts in the system that are not related to the sale but are not hidden from everyone’s view (like contacts of partners or third parties)
Please vote if this is beneficial to you. I realize we are not able to add any secondary contacts into the system like this right now
Preferably the UI would let us select for each user:
- Assigned Leads
- Unassigned Leads
- Leads assigned to others
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Myles Binford
I would like to add that we should have multiple owners not just unasssigned. I have an assistant. She doesn't need to see ALL my notifications and ALL of my clients. Just whats assigned to her. How about adding her as an owner as well as myself so that we can both work and be notified on the same lead/client and then she it's done and no longer needed, she or they are removed as owner. This is different than opportunities. This is just communication with non-deals, like referral sources, vendors, etc. Pretty much all of this is tied to the notification issues as well which is not having a separate inbox for each phone number or have the ability to NOT be notified of emails but definitely notified of Text Messages, etc.
M
Myles Binford
So So important to fix along with the notifications being fixed.
D
Dani Repasky
This is sooo important. We have leads calling in all the time. Whoever answers first, gets the lead.
However, rep is not able to see the lead and assign it to themselves since it's either 'assigned data only' OR "all records".
We don't want the reps to be able to see all records, but unfortunately we don't have any other option because we get so many hot leads calling in from marketing, and it's not feasible for them to all be reaching out to management to get these leads assigned to them.