Lead disappeared
Awaiting Reply
Lead 13155003 seems to have disappeared from my account. I have emails exchanged with the customer, and a contract link (which no longer works). It's not deleted, and the customer profile doesn't exist.
The only clue I have about a potential cause is two of my sales reps may have been in the lead cancelling it at the same time. It is canceled, so it's not a big deal, but I'd like to find out what happened.
The same question
Do you have any other info...the customer's name?
Do you have any other info...the customer's name?
I'm pretty sure I figured it out! With auto save turned on, I can create a new lead, add customer info, venue, inventory items, and save it, then send an email to the customer and close the lead. There is no indication that I need to select a customer type before saving/closing. So I close the lead and move on. The lead does not exist because it is incomplete.
I'm pretty sure that if I don't have auto save turned on, I will get a warning about the missing information.
I'm pretty sure I figured it out! With auto save turned on, I can create a new lead, add customer info, venue, inventory items, and save it, then send an email to the customer and close the lead. There is no indication that I need to select a customer type before saving/closing. So I close the lead and move on. The lead does not exist because it is incomplete.
I'm pretty sure that if I don't have auto save turned on, I will get a warning about the missing information.
Our developers did some research and work on this. It should be fixed now
Our developers did some research and work on this. It should be fixed now
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