Leads no longer moving to custom status after event date passes?
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As of about 5/23/26 my Confirmed leads no longer automatically progress to my custom "Awaiting Finalization" status. I'm not sure what changed, but I looked at the settings and I see the option to move to complete status after event date passes, but I don't see anywhere to define which status is "the complete status" to be moved to after the event date passes.
I want it to automatically go from complete > awaiting finalization and then I'll manually move to complete.
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Could you send us lead #'s of leads that didn't move that you would have expected to
Could you send us lead #'s of leads that didn't move that you would have expected to
I think everything since 5/23. Here are several of them:
65849419, 63305825, 63308043, 63299439 (left this one as-is so you can see it hasn't changed), 64740251, 65857013, etc...
I think everything since 5/23. Here are several of them:
65849419, 63305825, 63308043, 63299439 (left this one as-is so you can see it hasn't changed), 64740251, 65857013, etc...
It looks like back on 05/22 you did make adjustments to your statuses. I see both your Awaiting Finalization and your Complete statuses are set to your "Complete" status. I think you would need to have just one (awaiting finalization?) status to be this. Then once you are ready to move it to Complete you can
It looks like back on 05/22 you did make adjustments to your statuses. I see both your Awaiting Finalization and your Complete statuses are set to your "Complete" status. I think you would need to have just one (awaiting finalization?) status to be this. Then once you are ready to move it to Complete you can
I did add the "Weather Threatened" status on 5/22 but didn't change anything with the Complete or the Awaiting Finalization statuses.
Thanks for finding that -- what implications are there to having my leads that have been completed in a status that isn't marked as a "complete" status? I don't want to mess things up for automations, etc.
I did add the "Weather Threatened" status on 5/22 but didn't change anything with the Complete or the Awaiting Finalization statuses.
Thanks for finding that -- what implications are there to having my leads that have been completed in a status that isn't marked as a "complete" status? I don't want to mess things up for automations, etc.
What exactly is the Weather Threatened status? Because it also shows as a confirmed event as well....right now you have duplicates of multiple statuses and it is going to cause issues in the long run. Is Weather Threatened also a manual status? Which status is considered "complete"? Awaiting Finalization or Complete?
What exactly is the Weather Threatened status? Because it also shows as a confirmed event as well....right now you have duplicates of multiple statuses and it is going to cause issues in the long run. Is Weather Threatened also a manual status? Which status is considered "complete"? Awaiting Finalization or Complete?
Perhaps I'm adapting the status feature in a way that's unintended when developed.
The weather threatened status is for leads that were confirmed but are now requiring changes and/or confirmation due to weather (ie. wind, rain, etc.). It's not technically a manual status because I have an automation that kicks it to Weather Threatened if it meets my filter for wind being forecasted as too high. The event is technically confirmed still, though perhaps it'd be equally accurate to have it be more like a contracted status?
Awaiting finalization is where the system puts an event that's ended and just needs human verification to make sure all payments are collected/logged, items picked up, maintenance logged, etc. The event is over, but we're not quite done with it. Then Complete is for when we've finished everything and are ready to send it to the archives.
I hadn't read anywhere that I shouldn't have duplicates of status types, so I didn't think it'd be an issue. I figured the system would just use the left-to-right (or top-to-bottom) progression of statuses, which it seemed to be doing just fine until recently.
Perhaps I'm adapting the status feature in a way that's unintended when developed.
The weather threatened status is for leads that were confirmed but are now requiring changes and/or confirmation due to weather (ie. wind, rain, etc.). It's not technically a manual status because I have an automation that kicks it to Weather Threatened if it meets my filter for wind being forecasted as too high. The event is technically confirmed still, though perhaps it'd be equally accurate to have it be more like a contracted status?
Awaiting finalization is where the system puts an event that's ended and just needs human verification to make sure all payments are collected/logged, items picked up, maintenance logged, etc. The event is over, but we're not quite done with it. Then Complete is for when we've finished everything and are ready to send it to the archives.
I hadn't read anywhere that I shouldn't have duplicates of status types, so I didn't think it'd be an issue. I figured the system would just use the left-to-right (or top-to-bottom) progression of statuses, which it seemed to be doing just fine until recently.
Yes...maybe for Weather Threatened we don't make it a true confirmed status but we make it a reserved status, like a contracted status. What happens after it's in this status?
We can have the status move to Awaiting Finalization automatically after the end of the event and then once everything finalized you manually move to Complete?
Yes...maybe for Weather Threatened we don't make it a true confirmed status but we make it a reserved status, like a contracted status. What happens after it's in this status?
We can have the status move to Awaiting Finalization automatically after the end of the event and then once everything finalized you manually move to Complete?
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