Preset filter: Delete from QB
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Hello
Once we have deleted from QB the leads that needs to be. Is there a way that they do not appear in the filter anymore ?
thank you
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Hi Isabelle,
You can create an optional field called "removed from QB" and set a filter as "not set". Then going forward, just run this filter along w/ the delete from QB preset filter.
Hi Isabelle,
You can create an optional field called "removed from QB" and set a filter as "not set". Then going forward, just run this filter along w/ the delete from QB preset filter.
Hello
I would like to know what is (are) the filter for that preset filter. I need to undersand
My guess is that if the status is changed from a status that is sent to QB to a status that is not sent to QB, then it shows there ? Can i reproduce that in a filter ?
tks
Hello
I would like to know what is (are) the filter for that preset filter. I need to undersand
My guess is that if the status is changed from a status that is sent to QB to a status that is not sent to QB, then it shows there ? Can i reproduce that in a filter ?
tks
Cancelled Events, anytime a status change is being reported to QB or not?, (look at lead # 20431075 as an example...this lead keeps going from being reported to not being reported to QB? Maybe take a look at statuses and make adjustments? ), refunds need to be manually adjusted(payment deleted) in QB.
Cancelled Events, anytime a status change is being reported to QB or not?, (look at lead # 20431075 as an example...this lead keeps going from being reported to not being reported to QB? Maybe take a look at statuses and make adjustments? ), refunds need to be manually adjusted(payment deleted) in QB.
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