New Feature – Dynamic Filters for ‘Click Actions’ / Call Stats

Customers have been asking for the ability to save a search that reports actions during a time period like yesterday,  last week or last month and have it always report or search on activities during that time period without being tied to a specific date.

LeadMaster has had that feature for many of the fields – such as date entered, date assigned, date contacted, date updated last, date closed, call back date etc.

Now you also have this ability with the ‘Click Actions’ also known as the ‘Call Stats’.  These click actions are user-definable check boxes that allow you to do multiple actions with a single click of the mouse – for example suppose you called a prospect, got voice mail, left a message and sent a followup email.  This is a fairly typical scenario and is easy use a click action / call stat to do all of that for you with a single click of the mouse.  In addition it will record all of those actions in the sales reps comments and notes to remind you of your interaction with the customer.

Now you’ll be to see how many times you used that click action during any period of time – today, last week, last month etc.

Dynamic Filters for Click Actions allows flexible searching / reporting

Dynamic Filters for Click Actions allows flexible searching / reporting

The dynamic filters allow you to search for today, yesterday, last week, last month etc.  And once you’ve gotten your search results you can chart them and save the chart to the dashboard for easy reference.  Dynamic filtering from LeadMaster.


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