Custom Deal Status - FOR INVESTORFUSE INTEGRATION
I'd love to be able to push a lead to IF that doesn't consider itself won OR initiate direct mail.
Alternatively, we could make a custom tag the trigger to InvestorFuse?
Thank you guys so much for all the hard work you put into this!
Comments: 7
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19 Nov, '20
Dave Grosse Mergedbasically, the title
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20 Nov, '20
Nate Dunlevy Admin MergedCould you give a little more context around this? Would you like to be able to create custom statuses? Is that because you'd like to manage your workflow in a specific way?
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03 Dec, '20
ChrisI would LOVE and kind of NEED the ability for Custom status'. There currently is not a category for properties that are a "real lead" but not yet have an appointment. I want to have a status of people to follow up with that I no longer want to send mail to. This status will trigger a ZAP to my real CRM.
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08 Dec, '20
Dave Grosse MergedSorry I'm just seeing this Nate - but yes exactly what you said. For example I may want to ensure 3 calls are made before postcards go out and there's not really a way to see that info at a glance. The only option that kind of fits now is "Follow-Up" which indicates I've spoken to the lead. I'd like to be able to have a custom status for "Ready To Mail" (so mail isn't immediately sent) or "Called 1x" "Called 2x" or whatever the case may be so that I can see what needs action at a glance, rather than digging through the Notes section of each deal to see how many times I've called
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15 Dec, '20
Nate Dunlevy Admin MergedThanks. That's super helpful. I'll take that into account as we design out the way new capabilities and tasks are introduced.
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30 Jun, '21
Nate Dunlevy Admin"Edit/Customize Lead Status" (suggested by Dave Grosse on 2020-11-19), including upvotes (2) and comments (3), was merged into this suggestion.
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30 Aug, '21
Nate Dunlevy AdminCustom statuses are now available for Elite plans.