In Leads it would be really helpful if we could allocate that lead to a specific delivery area.
This would make life much easier for the sales team when trying to organise calling plans.
Alternatively have a mechanism where we can set the leads within some kind of category or list which can be edited in settings.
1 Like
Thanks for the suggestion, Simon. If you’re referring to Breww’s built-in delivery areas, then I’m sure we could add a report to allow you to see all leads within a delivery area, as we already have a similar thing for customers. This would mean that an address would need to be added to the leads, however. Would this work for you, or would you rather just manually put them into “groups” and not have to add an address to each one?