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PRIM-I-53
PRIM-I-80
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Workspace
Primrose Private Ideas
Categories
CRM
Created by
Jack Pearson
Created on
Dec 8, 2020
RELATED IDEAS
Ability to view and sort leads within Lead CRM by age
Ability to create and send a Lead CRM emails directly from the lead list view or the lead details screen
Option next to individual lead in list view and on the lead details page to immediately create and send an email message to the parent.
SE129 - Set Mandatory fields for leads by Corporate
Improve UX for Parent Connection - Newsletters
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.
Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard
Ability to identify from within a lead record whether a parent has unsubscribed from Lead CRM emails
Critical reporting for Prospect Manager/Lead CRM
Ability to capture a new lead through the Kinderlime app (possibly just quick access to e-registration form)
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
US Number
MKT024
Criticality
M
MPM Element
Prospect Manager
Department
Marketing
Persona
FO, LTM
Priority (Numeric)
26
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