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Mass sending to converted leads based on conversion date.

Feature Request

Today I wanted to send out an SMS notification to all the leads we converted this month. I could not because there was no way for me to send a mass message to everyone who were converted this month. Under customers you cannot search for convert date. Under mass sending you cannot search for convert date. Under leads you can in-fact search for the convert date but when you select all those leads you are unable to message them all because they were converted.

I wanted to send an SMS clarifying the invoices but now I am instead going to have to handle a bunch of tickets.

Posted by lionel.bitconnect ·
Status: Rejected3 comments

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Comments3

  • Vitalii Basenko (Splynx PM)

    Team•

    Nov 25, 2025

    Hello,

    We appreciate your interest in this feature, but it hasn’t received enough votes over time. Unfortunately, we won’t move forward with its development. Thank you for your understanding and feedback.

    Best regards,
    @Vitalii Basenko (Splynx PM)

  • Vitalii Basenko (Splynx PM)

    Team•

    Oct 21, 2024

    Hello@lionel.bitconnect,

    Thank you for the request. As you mentioned, we currently don't have this functionality, but you can use Labels as a quick solution. You can create labels for each month, allowing you to filter customers who were converted in the direct month to send them SMS.

    Best regards,

    @Vitalii Basenko (Splynx PM)

    • lionel.bitconnect

      •

      Oct 29, 2024

      Hi Vitalii. That’s actually not a bad idea at all. A workaround, but will get the job done. Albeit, will add manual labor to our process and can potentially see some clients go untagged. Although this can be easily addressed by running a quick filter on the leads and updating the tags.

      It would actually also be great if the tags can be introduced on lead level.