Completed

Lead Rating?

The Leads feature is a great way to clean up "unqualified" opportunities (which previously my company tagged as such). However, the implementation seems quite bare at this point. While there are many fields integrated into each lead, only 3 of those find their way into the Leads page: Name, Company, and Phone Number. What about all the other great functions? The most glaring omission is the "Lead Rating," which should be front and center in the Leads Management screen.

Various methods could be used to integrate this into a dashboard view: simply list the number and allow sorting based on this field, colorize the leads to indicate the rating, make a bar chart or graph...

This function seems like the most important function of lead management, since it allows the sales reps to focus on the hot leads. 

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Comments

8 comments
  • Official comment

    You can customize your leads list view column selection, sorting and display in the New Insightly's User Experience.

    Please refer to this help article. Thank you.

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  • Hi Sean,

    Thanks for the Leads feature request! Daniele just submitted a similar one today. I'm not able to merge you both but wanted to make you aware so that you could show your support by voting and commenting on each other's post. Daniele is currently using custom filters for his lead ratings but you might even be able to collaborate on another workaround as well. Here's Daniele's request. Thanks!

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  • Hi Sean, agree, Also I would like to have the equivalent field "Rating" in Opportunities, so when a Lead is converted in Opportunity the same Rating can be a'pplied to the mewly created opportunity.

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  • Hi All,

    I am also looking for such a feature.

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  • Looking for a similar feature as well. We would also like the option to edit the "rating" system. 

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  • I agree that this would be good. the other glaring out point for me is that with all these leads acumulating there is no way to archive them.  Even those that you convert into projects still stay on the list and clutter the view under a contract and they don't even change colour from say red to Green.  It would be so much help if they turned green so at a glance you knew which leads had converted to business and which had not!

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  • Are we going to get an update on this? I can't find how to organize my leads by rating anywhere.

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  • I totally agree with the original post. Lead rating would be much more useful than the star which only shows that I am following the lead. I don't want notifications so following seems irrelevant. Also, if its in my list, I don't need a star to tell me that its in my list! haha. Maybe I'm missing something about following, but I do think that seeing the ratings and then to sort based on it would be more useful. If you guys like stars, then put numbers in them which we can change and sort with! ;)

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