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Acquisition: Expanded Analysis Options for Completed Leads.
MOCO now gathers all completed leads under "Completed" (1). The separation of open and completed leads, along with the new completion date, opens up further possibilities. The first of these new possibilities concerns completed leads.
(English image not yet available)Actual Completion Date
Previously, the "Next Action" date was used for year assignment. With this development, an "actual completion date" is now added. Important to know:
- The next action is no longer decisive.
- For leads completed before this development, the completion date was set to the same date as the previous "Next Action".
Sorting by Completion Date
The completion date is displayed for completed leads and sorted accordingly in the list (2).
New Filter Options (3)
The previous filter options for responsible person and year have been expanded to include:
The completion date is displayed for completed leads and sorted accordingly in the list (2).
New Filter Options (3)
The previous filter options for responsible person and year have been expanded to include:
- Custom selection of the time period (the completion date is decisive)
- Filtering by company
- Filtering by entering a search term (lead name)
- Filtering by status – for example, you can now combine Lost and Cancelled.
The Excel export follows the confirmed filtering. (4)
Adjustable Completion Date
If necessary, the completion date can be adjusted via "Edit" in the form.
API
closed_on is readable and writable via API/v1 (beta).
If necessary, the completion date can be adjusted via "Edit" in the form.
API
closed_on is readable and writable via API/v1 (beta).
