3 results found
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Explain disqualification
When a form is disqualified, it would be great to know why it is disqualified. This would help mitigate routing errors.
17 votesConcierge logs shows you how a prospect was routed and why they may have been disqualified!
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filter reports to disqualified - no rules match
Please add a filter so you can drill down to the Rep Availability = Disqualified - No Rules Match.
This would make audits so much easier.4 votesConcierge Fire logs allow you to filter based on Disqualified status! Check out the article linked and the screenshot attached.
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Improved Prospect History Data
In the Reports tab we can hover over a person's name to see a black box with the data points on them. That box can be a little wonky to load and view on my browser where I don't see all the data. I'd love for this to be a clickable page or something that is bit more user friendly to audit the data points.
4 votesAvailable in the Meeting Activity Dashboard on the Demand Conversion Platform -- More details here
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