Name of Feature/Request: Add a Leads Widget on CRM Dashboard
What financial, time savings, or quality of life improvements will occur from this: Add a Leads Widget on CRM Dashboard. | Frequency: Often. | After converting Leads to Customers, they then convert the Customers to Opportunities. Patrick wants a Leads widget to be able to have all the leads in front of him on a dashboard for better organization instead of having to click into each lead individually from the Leads List that is currently available in Striven.
Attempted Solutions So Far: Use Opportunity widget since Patrick converts his Leads to Opportunities.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Hey Striven,I am finding the leads feature very difficult to make use of. We have quite a few leads coming in via the form in our website, is there a way for us to view the leads in a CRM style dashboard so I can see all of the information at once rather than clicking through each individual lead?
Thank you,
Patrick
Patrick Ryan 610.716.8359 | Previously accomplished: Currently there is a widget for opportunities which Patrick turns his Leads into but that is only when a lead gets converted to a Customer first and then to an Opportunity.
StrivenID: 3228993