Hello All,
Curious to learn how everyone is managing follow-ups on leads - are you using tasks?
Right now we automatically create tasks. Once a lead is created so is a task a few days out. Once that follow-up is completed a task is closed and another one is then generated on the lead a few days out... etc.
We want to automate it so the auto tasks stop once a lead is converted or is marked dead, but are having some challenges getting that set up.... Has anyone been successful with this before?
Any guidance or best practices would be appreciated.
Thank you,
Andrew
