CRM: Improvements Made to the Lead Grids

IDS has made improvements to the web leads detail grid.

Now the Web Leads screen has more valuable information in the Detail Grid for each Web Lead, including Subject, Interest Description, and # of Matches.

 This only applies to G2 CRM Users.

To See the Improved Web Leads Screen, have the users log into G2 Sales, Launch CRM, left-click on Web Leads button in the lower right of the Home screen. If you have any unassigned Web Leads, you will notice the Detail Grid for each Web lead now has new columns for Subject, Interest Description, and # of Matches – see below:

Detail Grid

Using the slider bar at the bottom of the screen, users can pull the right-most columns into view to see the # of Matches.

Detail Grid - 1

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement