Sales pipeline removing notification

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Kmyers1730
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Sales pipeline removing notification

Postby Kmyers1730 » Tue Jun 09, 2015 3:10 pm

We would like to be able to take someone out of the notification for call back status without having to remove account manager. Could we have it work in the way that you can choose to either select a callback date or to "make dormant" ?
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Paige
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Re: Sales pipeline removing notification

Postby Paige » Tue Jun 09, 2015 8:02 pm

The way we handle this currently is setting the date in the future (like a year). But I can see how this is not an ideal solution for everyone, I have added the ability to clear the Callback date in version 4.0
Chris3197
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Re: Sales pipeline removing notification

Postby Chris3197 » Thu Aug 31, 2017 11:23 am

Do we now have the ability to remove something form the pipeline report? All we can do now is make it a low and put a future date in... Unable to remove the date
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JohnB
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Re: Sales pipeline removing notification

Postby JohnB » Thu Aug 31, 2017 12:40 pm

Not from the pipeline report, but you can go to the contact's CRM record and clear the Followup Time there by clicking the cancel button next to the Followup Time date.

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