FIRE TASK FOR NEW LEAD
under review
C
Camron Hoyal
Would love to have a feature that generates new tasks on older open deals when a new inquiry is submitted.
Michele McCoy
under review
Camron Hoyal, this should be possible today. You would set up business rules under "Dupes". Let us know if you need help with this.
https://help.drivecentric.com/en/articles/5170026-creating-business-rules
Shelby Parker
Hiya Camron Hoyal, thanks for this post! I have a few more questions for you:
- What specific criteria should trigger the generation of new tasks for older open deals?
- How should the new tasks be prioritized or categorized in relation to existing tasks?
- Are there any specific details or information that should be included in the new tasks when they are generated?
C
Camron Hoyal
Shelby Parker Should just be the new incoming inquiry that generates a new task for a day or two afterwards to keep the older deal in front of salespeople.