Can I run reports by "projects"-won- lost- pending status or by tags, or by address? "filters" "columns"
our client smith metals is using thryv to track leads to projects and would like to pull reports
"projects"-won- lost- pending status or by tags, or by address? "filters" "columns
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I would recommend setting up one or more views for this in the new client screen. Provided that you are using custom statuses for each stage in the lead pipeline, click on columns and drag Status to the top of your list (as you mentioned, if you are using tags, then drag Tags to the top, or you could do both). Then click Save on the right hand side to save your new view. Now you can quickly see where a client is in the lead pipeline, and Export this view as well.
The enhancement to filter your list within this view is scheduled for August of 2024
If any other Thryv users have a system for tracking your lead pipeline, let Dawn know in a comment and share your success!0 -
Perfect answer - thanks!
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