Automatically Mark Leads as Scheduled
under review
Freddy
When leads are new, then get scheduled with a date... the system should automatically set it to "scheduled".
Defeats the purpose of having automations when leads are 'scheduled'. We still have to remember to set them to "scheduled".
100% of our leads book until after we contact them.
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Ben Daniel
@Maor Livne This change would disrupt our workflow. If this feature is enabled, it should be something users can toggle on and off
Dj Haer Jr
Ben DanielMore thank likely they'll add it as an automation option
Stefan Reckson
Or at least a toggle to give the user the option to auto change the status if a date has been set.
A
Alexander
marked this post as
under review
Kevin
Agreed. The software should see that we have set a date and automatically change the status from 'new" to "scheduled"