A way to record enquiries
complete
K
Kerrie Hester
Currently with all enquiries, we have to save the information on an excel spreadsheet separately. It would be fab if we could have an Enquiries box on the main events over view page, where it would tracks leads and enquiries info as well. Then we could possibly convert it to an event? Thank you!!
K
Kerrie Hester
Hi TTO team, thank you for the update. I'm sorry to be a pain, but for me, I won't use lead forms sadly, and the Leads Pipeline is super limited.
For the Leads Pipeline, it would be great if like a CRM system, it could capture:
- Lead received from: (for instance, our Website / google / recommendation)
- Wedding Date if known
- Venue if known
- Quoted (£ amount so we know what we quoted for the job)
- Last contacted date
- Notes (I suppose this is covered in Comments)
Is it possible to have these extra things added to the pipeline please?
Thank you!!!
Product Team
marked this post as
complete
We are excited to launch Lead Forms and Lead Pipelines to help you collect details from prospects and manage them in a pipeline.
All within TTO.
Here's how it works:
Try it out.
We are looking forward to your feedback.
Product Team
marked this post as
under review
We are seeking feedback on this feature.
If you are open to a call with the team to help us design the feature, please email us at support@thatstheone.com
We are looking forward to share updates soon.