Show the number of times a lead has been mailed, with a small numerical icon.
Indicate how many mailers have been sent, per lead—easily accomplished with a small numerical icon.
In deal list view, I can adjust how many total mailers to send per lead. However, I don’t have a quick means to tell how far along I’m in my mailing cycle.
Would also like the ability to sort the deal list by number of mailers sent. This is especially important when scrolling through many leads. Provides me the ability to quickly reference the progress of a campaign, and maybe adjust my efforts if I haven’t yet heard from a seller. (E.g. cold call someone that hasn’t responded to my 4 mailers).
Thanks for the consideration!
Agreed! Also would be helpful to have a separate activity area showing the dates and mailer sent. This activity data should be downloadable.
also the abilty to see when the mailer was last sent