New Customers Or Dead Customers updated in real time not overnight
D
Daniel Howard
There is a delay in Open Deals, Deal Status Is Open. New Customer Added last night not showing up in Open Deals this morning. Dead Customers delayed in removal from Open Deals.
Shelby Parker
Thanks for flagging this, Daniel Howard — totally hear you on how confusing it is when “Open Deals” doesn’t reflect new/dead customers right away. To help us narrow down what’s happening: which exact workflow/screen are you in when you’re checking Open Deals (and where you expect those customers to show up or drop off)? Also, what update timing are you expecting (immediate vs. within a few minutes)? And is the lag happening across the board for all new/dead customers, or only in certain scenarios like specific deal statuses, users, or stores?