I suggest you ...

Leads: customize status & assign tech

It'd be useful to edit Leads -> Status choices (e.g., Opportunity / New / Lead / Prospect seems redundant). Even moreso, would be awesome to be able to assign a lead to a tech for first contact.

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    Taran shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    9 comments

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      • Gino Duffeler commented  ·   ·  Flag as inappropriate

        this should help us to clarify to our customers who are using the portal
        Now we use "part order" as ready for invoice µ

      • chris commented  ·   ·  Flag as inappropriate

        I see the beta rules allows a little of this, but here's our scenario.
        We use an outsourced help desk who assist our larger monthly business customers. The current rules ALMOST work for us in that we can go in and assign any lead from a specific customer to auto-assign to a tech. We could make that work, except... we would have to create a rule for EVERY managed customer, and then remember to always go and create a rule or delete rules. I'd love to just be able to assign based on customer type (the same we run an advanced search now). That way that rule would ALWAYS be up to date.

      • jason commented  ·   ·  Flag as inappropriate

        +1

        Really need this, the present statuses dont make sense the way we do things and i want to be able to assign leads to techs for callbacks before they are a ticket. At the moment i have to create a cust, create the ticket, pass it to the tech, he phones, lead isnt interested or has gone elsewhere and now i have to delete the ticket etc from the lead we "won" but didnt.

        This would be awesome exactly the way the OP describes

      • Shelley commented  ·   ·  Flag as inappropriate

        Agreed! We need this badly at our company! +1 on customized statuses in the leads area. PLEASE

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