Leads Not Showing In Delivery Planner

Scott M. shared this question 13 months ago
Answered

I routed Saturday, 4/1/23, this morning, and now they are all gone! All days not just this Saturday. Thank you for fixing it.

Comments (11)

photo
1

Clear your filters on the leads page

Left side menu remove all the filtering options

photo
1

this is the area you need to make sure is cleared

06f7bbdba081571275801d3733ad72ce

photo
1

Were you able to get your lead back on the delivery planner?

photo
1

No

Scott

Astro Jump of San Jose/Santa Cruz

Sit back, relax, and enjoy the Party!

408-292-7876 or 831-475-5055

1442 S. Winchester Blvd., #239

San Jose, CA 95128

Email: scott@astrojump.com

www.astrojump.com

 

 

photo
1

There are no filters in place.

Scott

Astro Jump of San Jose/Santa Cruz

Sit back, relax, and enjoy the Party!

408-292-7876 or 831-475-5055

1442 S. Winchester Blvd., #239

San Jose, CA 95128

Email: scott@astrojump.com

www.astrojump.com

 

 

photo
1

For this weekend, oddly enough, there is one lead showing up each day. So there should be 10 on Saturday and 4 on Sunday.

Scott

Astro Jump of San Jose/Santa Cruz

Sit back, relax, and enjoy the Party!

408-292-7876 or 831-475-5055

1442 S. Winchester Blvd., #239

San Jose, CA 95128

Email: scott@astrojump.com

www.astrojump.com

 

 

photo
1

This has been fixed!

photo
1

Thank you! It is working on my end. Can you tell me is there something I did to break it or something I can do to fix it if it happens again because if this were to happen on a Friday afternoon in June it would be brutal!

Scott

Astro Jump of San Jose/Santa Cruz

Sit back, relax, and enjoy the Party!

408-292-7876 or 831-475-5055

1442 S. Winchester Blvd., #239

San Jose, CA 95128

Email: scott@astrojump.com

www.astrojump.com

 

 

photo
1

I was a setting in the Delivery Methods you had it set to no for Distance Charges and in order for it to go to the Delivery Planner those have to be set to yes.

photo
1

Hmm, thank you.

Scott

Astro Jump of San Jose/Santa Cruz

Sit back, relax, and enjoy the Party!

408-292-7876 or 831-475-5055

1442 S. Winchester Blvd., #239

San Jose, CA 95128

Email: scott@astrojump.com

www.astrojump.com

 

 

photo
1

You're welcome!

Leave a Comment
 
Attach a file