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Acquisition: Evaluation Options for Completed Leads Expanded
MOCO now collects all completed leads under "Completed" (1). The separation of open and completed leads, as well as the new completion date, open up further possibilities. The first of these new possibilities concern the completed leads.
English image not yet available...Actual Completion Date
Previously, the "Next Action" date was used for the assignment to the year. With the further development, an "actual completion date" is now added. Important to know:
- The next action is no longer decisive.
- For completed leads before this development, the completion date was set to the same date as the "Next Action" used to be.
Sorting by Completion Date
The completion date is displayed for the completed leads and the list is sorted by it (2).
New Filter Options (3)
The previous filter options for the person responsible and year have been expanded by
The completion date is displayed for the completed leads and the list is sorted by it (2).
New Filter Options (3)
The previous filter options for the person responsible and year have been expanded by
- Individual choice of the period (the completion date is decisive)
- Filtering by company
- Filtering by entering a search term (lead designation)
- Filtering by status – for example, you can now combine Lost and Cancelled.
The Excel export is based on the confirmed filtering. (4)
Completion Date Adjustable
If necessary, the completion date can be adjusted via "Edit" in the form.
API
closed_on is readable and writable via API/v1 (beta).
If necessary, the completion date can be adjusted via "Edit" in the form.
API
closed_on is readable and writable via API/v1 (beta).
