Tasks that fire on days the dealership are closed are delayed to the next business day | Voters

Tasks that fire on days the dealership are closed are delayed to the next business day

gathering votes

Anne Anderson

Could you add a setting to business rules that would schedule the rules or process from when the lead is answered rather than when it hit?
Dealers who are closed on Sunday walk in on Monday morning to 3 days of missed follow-up from a lead that happened after closing on Saturday.
The amount of time we spend at the beginning of the week rescheduling follow-up and adding those that were missed is ridiculously long and having this setting would save us A LOT of time :) Thanks!

Shawn Goebel

Merged in a post:

Don't count Sunday/Closed Days

Dan Sayer

Looking at Day 2 Follow-Up on Unsold in reports as an example, I think your Reporting Product Owner is looking at this through the lens of literal "Day 2" whereas they should be looking at if the report answers the question of "did we reach out to the customer the next day as a business". We are closed Sunday so even the customer's expectation wouldn't include follow-up from the store on Sunday. They would expect something Monday, or the next day the business is open. The purpose of the report is to hold stores accountable to the follow-up on unsold customers. If the stores followed up with all of the shoppers that didn't buy on the next business day, the report would reflect a 85% outcome or worse since Saturday is the largest visit day. We then apply a "hey guys you need to be at 85% or better on Day 2 follow-up" just to be at 100%. When we start applying Goals that are working around system shortfalls, then reporting loses a bit of its command and confidence. In my opinion. I can tell the teams "get to 85%" and I know our COO and CEO will say "they should be at 100%" and then we'll explain the "yeah but" of the issues in the reports ability to figure in closed days.

Bill Dorrance

Need to be able to exclude tasks for Sunday.

Brieanna Lopez

We need the system to stop scheduling follow up on Sunday. let's add this so we stop coming in on Monday with past due tasks!!!!

Andrew Chemski

salespeople are getting tasks for sunday, when we are closed

Danny Biondi

salespeople are getting tasks for sunday, when we are closed

Shawn Goebel

Merged in a post:

Campaign tasks start on first working day if it comes in after hours.

Kristi Malone

We are closed on Sundays. On any campaign

leads that I get after hours on Saturday by Monday the tasks are on day 3. Any campagin leads I get on Sunday by Monday the tasks are on day 2. Why do they not start on the next business day? Can we fix this?

Shelby Parker

Hello Kristi Malone! I have a few more questions for you:

Can you provide more details on how you would like the campaign tasks to be scheduled during non-working days?
Are there specific times after hours that you consider as the start of the next business day?
Do you want this change to apply to all campaigns or only specific ones?

Rebecca Boczkowski

Totally agree! This is something we’re trying to work thru in our group as well.

Jacob Coleman

Hi Dan, thanks for the feedback! We'll continue to monitor this, and you'll receive any updates automatically.

Dan Sayer

This would apply to anything running that counts a closed day as a Day within the process, like follow-up, etc.

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