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Require a status when entering a new lead manually automatically mark all existing leads without a status as New

All leads are associated with a status
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Lead Lists, Lead Reports should all be Prospect name, Contact info., child's name. Prospect is who the school is contacting through a CRM, not the child/student.

High Priority. Can possibly be helped with prospect form built as needed in KL.
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Lead List. Have parent name, child name, contact info; phone number and email. Ability to sort each of these columns on the lead list.

Easier to navigate/sort leads when working through them
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Improve UX for Lead CRM email

FO/Leadership is able to easily review and select from/use email templates populted by the corp portal - Edits to those templates for each send (adding images, links, signature, etc.) is easy an intuitive
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Convert DOB into age in years, months on reports, within the lead record, and in the lead list view

Eliminate the requirement for manual determination of age off DOB when trying to plan and communicate for specific classroom openings
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard

I can effectively manage my leads and team's performance with prospect to parent through visibility to conversion rates (possibly by age group), upcoming tours and tasks for the school or filterable by team member, Average Status in Days, Average ...
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to view and sort leads within Lead CRM by age

Easier manage leads based on age
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to sort the waitlist and then print it. Schools use this to manage and follow up with prospects.

to be able to work the waitlist
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to set a default reply-to address for newsletter emails which, if enabled, would direct all non-lead CRM email replies to the defined address

I can set up a shared inbox where all assigned team members can correspond with leads
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to schedule a tour directly on the school calendar from the Primrose website

I will be more likely to submit my information and visit for a tour
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0