Add an "Ignore If - Unsubscribes from Emailing" to Business Rules | Voters

Add an "Ignore If - Unsubscribes from Emailing" to Business Rules

complete

Jonathan Schultz

If a customer opt's out of calls, texts, or emails, the task should be removed from the Workplan. I have to manually delete them and they keep generating even after the customer opt'd out.

Shawn Goebel

marked this post as

complete

Shawn Goebel

marked this post as

in progress

Shawn Goebel

marked this post as

planned

Patrick Swenson

I'll 2nd this.... -Pat Swenson

NAOMI KERLEY

So many great things going for this CRM but this is a bit aggravating and seems like there should be a simple solution. It's literally just some formulas. "If STOP" then delete future text tasks...

PAUL KLEPPER

I would assume this would be a pretty easy fix. If a customer has opted out or the deal is dead, task should not be generated and for a dead lead all task should be deleted as well. I truly hope someone can take a look at this and put in for a fix.

Taylor Davis

Can we please add in the feature Ignore if customer opts out of text or email. My Salesman's tasks are so long, and our salesman are having to weed through customers to find the ones that are still good.

Shawn Goebel

Merged in a post:

Task

Krysten Needy

Not setting another workplan if not needed/ opt out of text shouldnt be receiving another workplan

Joel White

I definitely think the tasks should be deleted if the customer opts out of texts or emailing. The system should just recognize when this happens. It would certainly save time rather than asking a manager to clear them out.

Rachael Bunting

I would also want to be notified which customer opts out as well. If your workplan gets overwhelmed while working with engaged customers, it just continues to add tasks and "inflates" the workplan more than it needs to be.

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