Base Ideas

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  1. Leads Merge / Duplicates

    When we have imported Leads, often times many but not all of the new Leads that are imported turn out to have been in our Leads database previously. However, this creates an enormous number of duplicates in our Leads. It would be much more helpful to be able to merge the Leads and remove duplicates, much as we can for our Contacts.

    Thanks.

    500 votes
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      38 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →

      Hello everyone!

      We have recently performed a major update to our Duplication logic in Base when you import a new set of leads or manually enter in a lead in Base.

      The deduplication update includes three components to help combat duplicates:
      – Suggested leads/contacts
      – Flexible duplicate management during imports
      – Customizable duplicate identification

      You can read more on our blog here:

      https://blog.getbase.com/deduplication

      Thanks
      Mark

    • Add BCC address for Leads

      Would be great if Base had a BCC address for Leads. We're currently using ToutApp and need our emails to be saved under Leads, not Contacts. We believe this would be extremely helpful, especially as the email clients supported by Base are very limited. We would be willing to pay extra for this feature.

      76 votes
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        4 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →

        Hello everyone!

        Thanks for your feedback, we really appreciate it! BCC addresses are currently avaliable for Leads as well as Contacts and users are able to use their Contact BCC email address to add correspondence Leads to Base.

        Please note that BCC’d emails will not convert to the Contact or Deal when the Lead is converted.

        If you do have any questions, please feel free to reach out to support@getbase.com.

        Regards,

        Base Support

      • Tracking Leads (Contacts) the same way we track Deals.

        For instance, tracking a Contract through "Awareness", "Interest", "Engagement" to a Deal. Once a Deal has begun they move to "Qualified" and onwards.

        Ultimately, we'd like to begin reporting on leads as they bounce through our nurturing and outreach campaigns.

        Would this sort of detail on Lead tracking be possible?

        63 votes
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          1 comment  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
        • Tracking and Reports on Lead Source

          Please add the ability to track a lead source. It is vital to analyzing marketing ROI to see where your leads are coming from. Custom field is great and that is what we have been doing but then there is human error/ forgetfulness when it has to be re entered in the deal source.

          36 votes
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            5 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →

            Hello everyone!

            Thanks for your feedback, we really appreciate it! We had previously released a report called “Funnel Report” that should give you the ability to track the effectiveness of Lead statuses.

            If you do have any questions, please feel free to reach out to support@getbase.com.

            Regards,

            Base Support

          • Filter Leads by Zip Code, City and more

            it would be great to filter leads by city, zip code

            20 votes
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              3 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
              completed  ·  Rafal Ociepa responded

              Hi all,

              Starting today, it’s possible to filter leads by address, including city, zip code, etc.

              Thanks for your feedback!
              All the best,

            • Leads option in the I phone Application

              I like the new Leads section however the Application does not open the lead info on my I phone. Please add this feature. Thank you.

              Base is an awesome tool.

              7 votes
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                4 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                completed  ·  Rafal Ociepa responded

                Version 2.3 of the iOS app introduced support for leads. Thanks for your feedback!

              • days since last contact field

                a simple field that shows the number of days since last contact would be very helpful.

                7 votes
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                  0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                • Abilty to sort leads by industry sector

                  Currently there is no functionality allowing users to sort by industry sector. This is essential in organisations where sales people are sector-specific and the addition would make assigning leads a lot faster. Tagging each lead individually is too time consuming. Thanks

                  6 votes
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                    1 comment  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                  • Remove Company as an essential field for Leads

                    In franchising, the franchise prospect normally does not have a company at the time of making an enquiry. Having to enter the Company as a compulsory field just means that everyone gets "Unknown" entered which is a pain and one extra data point entered.

                    1 vote
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                      0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                      completed  ·  Rafal Ociepa responded

                      Hi Mark,

                      Thanks for posting!
                      The Company field is not required – if you’re working with Leads who are primarily individuals, you can simply enter their first names and last names (though in that case, the last name is mandatory).

                      I hope this helps!

                      Best regards,

                    • Leads Order

                      My preferred way to view my leads is to have them in most recent action items in descending (most recent) order. It would be nice if there was a way to make this a default view rather than changing it each time. Perhaps it is, but I haven't found it. Thanks

                      1 vote
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                        0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                      • Email notifications for New Leads that are added via lead capture

                        Currently if you get a new lead there is no way to know about it unless you check manually. By creating email notifications for new leads added via lead capture, users can improve there follow up turnaround time.

                        1 vote
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                          0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                        • 1 vote
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                            0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                            completed  ·  Rafal Ociepa responded

                            Hi,

                            Thanks for posting!
                            I’m happy to say that Leads, just as Deals and Contacts, let you upload documents directly from a Lead’s page (http://take.ms/U0Eqe).

                            I hope this helps!

                            Best regards,

                          • Change lead visibility per user

                            You can change what contact and deals a user can see from the user configuration settings. I would also like to see the option to change visibility for leads. This could allow all the team to view the information on leads.

                            1 vote
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                              0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                            • accidentally added lead as contact

                              i want to change it to lead, not contact

                              1 vote
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                                0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                                completed  ·  Rafal Ociepa responded

                                Hi Angela,

                                Thanks for getting in touch with us!
                                For a single lead record, it might be quickest to copy the information to a lead; if you have more entries like that, you can export you contacts list and import the relevant ones as leads.

                                And feel free to reach out to us at support (at) getbase.com with any questions!

                                Best regards,

                              • Bug with Leads

                                Not sure, but there seems to be a small bug with managing leads. I accidentally converted quite a few leads to "unqualified", and when I try to convert them back to "in progress" they don't appear. The lead is available (ie, when I search), and I can see the lead, but I can view it in my list of leads. Thanks!

                                1 vote
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                                  completed  ·  0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                                • Table-View for Leads and Contacts

                                  Please improve the Leads- and Contact-View by using a standard table layout. The big font and the mouseover contact information isn't as clearly arranged as a normal table, spreadsheet style.

                                  Thanks

                                  1 vote
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                                    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
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