No remaining call on dead file
under review
R
Robert McMahon
Would love the system to not leave an overdue call on a lead that's been marked dead. I always seem to have a remaining call task even after a file is marked dead.
Michele McCoy
under review
Robert McMahon, thank you for writing in. Can we get an example of this happening? If there are expire task rule under the Dead Deal Reason in Business Rules then this shouldn't be happening. I'm happy to look into this further.
Shelby Parker
Thank you for posting, Robert McMahon! I have a few more questions for you:
- How do you currently mark a lead as dead in the system?
- What specific criteria do you use to determine when a lead should be marked as dead?
- Are there any other actions you expect the system to perform when a lead is marked as dead?