Sales pipeline removing notification

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AllPro Expert
AllPro Expert
Joined: Tue Oct 07, 2014 9:23 am
Website: www.crconversations.com

Sales pipeline removing notification

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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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Re: Sales pipeline removing notification

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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
Website: connor.myallprowebtools.com

Re: Sales pipeline removing notification

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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
Support Team
Support Team
Website: www.allprowebtools.com

Re: Sales pipeline removing notification

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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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