Looking for a way to import leads via spreadsheet rather than one at a time. Haven't found an option in the dashboard to do that.4 votes
Thanks for the feedback! We are planning on a batch import in the next release of Nectar which is currently in development.
When you press "Add Lead" and Nectar discovers information it doesn't like, it flashes a message in the upper right in the red nectar header, collapses More Options and leaves the lead in the fields. The message it flashed is gone and it isn't obvious what went wrong. It's easy to miss the error message, especially when adding a lead for the first time or two. How about leaving all data displayed and having the error message displayed near the error.1 vote
Thanks Rich! We’ll make sure we get that implemented in our next update.
There is a huge information gap between negotiating to lost. I suggest you add: "Not interested for now", "No Need" and "No money". Others in my group need to know why the discussion did not move forward after "Contact" or "Qualifying", and merely indicating "Lost" is often misleading and inaccurate.1 vote
- Don't see your idea?