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Leads: Acquisition Stages as Smart Filters.

The acquisition stages for "Leads" now function as Smart Filters – offering the following benefits:

  • The Smart Filters allow filtering by an acquisition stage with a single click.
  • Without a lead, a Smart Filter is not displayed. This is because Smart Filters are meant for "completion" – leads should be brought to a close. 
  • The small number indicates how many leads are currently assigned to a stage – for example, in an acquisition stage "Proposal sent," it can quickly show how many proposals are currently awaiting feedback.
Kundenakquise Leadfunnel Salesfunnel Agentur Digitalagentur(English image not yet available)

Contact Potential also becomes a Smart Filter

  • Faster access to contact potentials.
  • The previous tab navigation under "Leads" is removed – eliminating the nested navigation level.

Deleting Acquisition Stages

Acquisition stages can now also be deleted if you wish to restructure them later.
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