Exclude certain lead sources and pipeline stages from Price change emails
K
Keri Manzer
It would be beneficial to excluse certain lead sources (subprime) and lead stages that are not condusive to the price change emails. It would help keep certain deals in place and stop interferance on potential deals.
Shelby Parker
Hey Keri Manzer, thanks for your feedback! I have a few more questions for you:
- Which specific lead sources and pipeline stages should be excluded from the price change emails?
- How frequently do you encounter issues with the current price change email setup affecting potential deals?
- Are there any specific conditions or criteria that should trigger the exclusion of certain lead sources or stages from these emails?
K
Keri Manzer
Shelby Parker
1 - Anything with Credit or finance in the lead source and the pipeline stage of Proposal
2 - It's hard to tell, but I was provided with two examples from one of our store this week.
3 - Nothing besides the source and stage in my opinion.