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Is there a way to do a filter for leads that do not have signatures?
Is there a way to do a filter for leads that do not have signatures?
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A couple ways to see what you are wanting:
1. On Overview, the top-left report has column Rcvd (contract received). Any that say DUE still haven't signed.
2. You could go to Leads, set the Preset Filter to Payment/Contract Due, then click More Filters and set the Pay Date range to a very large range and/or use the status filters to remove Confirmed events.
3. You could use the Lead report to export all the leads. If you include and sort by the column Lead Book Date then it should help you find all the leads without signatures.
A couple ways to see what you are wanting:
1. On Overview, the top-left report has column Rcvd (contract received). Any that say DUE still haven't signed.
2. You could go to Leads, set the Preset Filter to Payment/Contract Due, then click More Filters and set the Pay Date range to a very large range and/or use the status filters to remove Confirmed events.
3. You could use the Lead report to export all the leads. If you include and sort by the column Lead Book Date then it should help you find all the leads without signatures.
A couple ways to see what you are wanting:
1. On Overview, the top-left report has column Rcvd (contract received). Any that say DUE still haven't signed.
2. You could go to Leads, set the Preset Filter to Payment/Contract Due, then click More Filters and set the Pay Date range to a very large range and/or use the status filters to remove Confirmed events.
3. You could use the Lead report to export all the leads. If you include and sort by the column Lead Book Date then it should help you find all the leads without signatures.
A couple ways to see what you are wanting:
1. On Overview, the top-left report has column Rcvd (contract received). Any that say DUE still haven't signed.
2. You could go to Leads, set the Preset Filter to Payment/Contract Due, then click More Filters and set the Pay Date range to a very large range and/or use the status filters to remove Confirmed events.
3. You could use the Lead report to export all the leads. If you include and sort by the column Lead Book Date then it should help you find all the leads without signatures.
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