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PRIM-I-95
PRIM-I-95
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Workspace
Primrose Private Ideas
Categories
CRM
Created by
Jack Pearson
Created on
Dec 8, 2020
RELATED IDEAS
Critical reporting for Prospect Manager/Lead CRM
Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard
Convert DOB into age in years, months on reports, within the lead record, and in the lead list view
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 and sort leads within Lead CRM by age
Require a status when entering a new lead manually automatically mark all existing leads without a status as New
Ability to track staff phsysical, first aid training, and CPR training dates against employee profile and generate a report on this to identify those needing to update. See sample from CCM for all key dates which includes DOB.
Lead List. Have parent name, child name, contact info; phone number and email. Ability to sort each of these columns on the lead list.
Ability to trigger creation of tasks based on certain form/document submissions for both leads and enrolled families
SE129 - Set Mandatory fields for leads by Corporate
To have a report which tells you how many leads in each status, conversion % and next steps/appointments
Falls Under Reporting
US Number
US238
Criticality
L
MPM Element
Prospect Manager
Department
Marketing
Persona
FO
Priority (Numeric)
26
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