Request for "Mailed" Tag Feature for Leads List
I wanted to bring to your attention an issue we're facing regarding tagging leads.
We have noticed that the current way to tag leads as "Mailed" in the system is tedious because we have to remember which filters we used to send out the mail and then go back to our list and add the tag.
We believe adding a "Mailed" tag for leads would be a valuable feature for your platform.
You actually have a similar process with your Batch Dialer app where when we send leads to the dialer, the batch leads list automatically marks the leads as "Sent to Dialer" so we don't send the same leads twice/we can filter them out.
Thank you for your time and attention to this matter. We appreciate your hard work and look forward to hearing back from you soon.
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10 Apr, '23
Tyler 504 Homebuyers MergedIt would be nice to see who and when we have mailed someone from our list view.
When we mail leads from batch, the leads should be tagged as "Mailed."
Similar to when we send leads to Batch Dialer, a tag is automatically created; the same should happen when mailing leads. -
05 Mar, '24
Prince Singh System"Mail Auto Tag as "Mailed"" (suggested by <Hidden> on 2023-04-10), including upvotes (1) and comments (0), was merged into this suggestion.