Leads Pipeline
under review
K
Kerrie Hester
Sorry to be a pain - the Leads Pipeline is super limited. (Leads form irrelevant for us).
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
S
Sara
Agree! Would love to convert a lead into a live event!
K
Kerrie Hester
Hi TTO team,
Thank you so so much for your email video explanation - it really helped us to understand the process.
Can I ask a few questions, please?
- Is there a way to export the leads pipeline in to an excel that would show any relevant information? To try and explain what I am trying to achieve: I use my excel pipeline to see how many leads I was receiving at particular times of the year (so I know staffing needs and comparisons year on year). I then look at how many of them were converted / where they were coming from as to where my marketing budget is best spent. I also use it to see what I didn't convert and what I could have done differently to secure the booking.
- Is there a way to convert the lead in to a live event? That way we wouldn't need to create a separate event with the same information already stored in the lead.
Product Team
marked this post as
under review
We are reviewing updates to the Leads feature.
Product Team
Hi Kerrie,
Thanks for your feedback.
Are you open to a call to walk us through this?
You can book a time here:
You can also email us at support@thatstheone.com for a time.
We appreciate the feedback to improve the Leads feature.