Automatically Mark Leads as Scheduled | Feature Requests

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.

June 13, 2022

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.

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"