Past customer new deal unable to snooze.
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Peter Toska
When a new deal is generated on a past customer, even though we've communicated in the past, I am unable to snooze. Regarding future products, this creates a lot of tasks and sends auto messages when the customer does not want to be reached out until the new product is out.
Shelby Parker
Hiya Peter Toska, thanks for this post! I have a few more questions for you:
- Can you specify the exact steps you take when trying to snooze a new deal for a past customer?
- How often do you encounter this issue with past customers and new deals?
- What specific conditions or criteria would you like to set for snoozing a deal?