Task Clearing
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Brad Kozusko
It would be nice if "day 3 call" and "missed appointment call", etc... that are set for the same time and day would clear after 1 call, rather than staying there, after the task is completed
Shelby Parker
Thanks for sharing this, Brad Kozusko — totally hear you on the extra clutter when multiple call tasks stack up for the same slot. Just to make sure we’re designing the right behavior: should this auto-clear only when tasks have the exact same due date/time, or also when they’re tied to the same customer/lead even if the times differ? And when you say “clear,” do you mean those related tasks should be automatically marked as completed, or simply dismissed from your list while still technically incomplete? Lastly, what should count as the “one call” in your workflow — any outbound attempt, only a connected call, or only once a call outcome is logged?
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Brad Kozusko
Shelby Parker I would say it would be most effective for it to clear any of the same task for the same day unless its manually scheduled by the sales consultant for later in the day. I would also think marked as dismissed would be best. I think having it dismissed once the outcome is logged would be the best time.