Lead customer request Flag and Lead flag

isabelle A. shared this question 20 months ago
Answered

Hello

I am working on a report and want to make sure i used the right field

Please, can you let me know what is included in

Lead Customer Request Flag

vs Lead Flag

Tks

424e712984308ca73e0d8945cbb4aad9

Comments (3)

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2

The "Lead Customer Request Flag" will pull leads with a contract, booking, call etc flag types. The "lead flag" is for conflicts, mgr survey type flags.

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1

Not sure about the customer request flag, but the lead flag is the one that you often see in red for conflict and yellow for warnings. The value's you'd use on a filter for these is red conflicts that prevent bookings = Hard and yellow warnings = Soft.


I'd like to know what the customer request flag is. I'm assuming that's when someone requests a "call" by filling out a form but 🤷‍♂

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Yes when I was testing the the two the "lead customer request flag" was pulling booking, call, contract flags that you get from the alert emails to you.

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