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Leads?

Last post 07-12-2012 1:39 PM by Method_Ted. 1 replies.
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  • 07-12-2012 10:24 AM

    • mst
    • Not Ranked
    • Joined on 07-12-2012
    • Posts 1

    Leads?

    Is there anyway to put the leads in order from hot to warm to cold?  

  • 07-12-2012 1:39 PM In reply to

    Re: Leads?

     

    @MST

     

    Welcome to our forum.

    I would recommend the following steps if you want to order your leads from hot, warm to cold.

    a) These 3 records are in the LeadRating table, and you will need to edit them to be "1. Hot", "2. Warm" and "3. Cold"

    b) In your lead list screen, you will need to modify Step 4 of 9 : Sorting, in the Grid Wizard to have it sorted by the LeadRating field.

     

    Because the sorting function will examine the first character (1,2 or 3) then it will sort your Leads records, according to it's LeadRating number.

     

    I hope this helps

     

    Ted Le
    Customization Solution Specialist
    Method Integration
    Local: 416.847.0400
    Toll Free: 1.888.925.6238
    Fax: 416.640.6027
    E-mail: t.le@methodintegration.com
    Website: http://www.methodintegration.com
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