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Automatic downgrade didnt work
Known
For some reason this lead did not automatically downgrade to a quote after 24 hours as it had previously as you can see in the Log. Please let us know what is going on.
The same problem
See below
See below
I'm showing in the log that it downgraded? See attached pic.
I'm showing in the log that it downgraded? See attached pic.
That was on the 18th. The customer missed the cut off so we recreated it on the 21st and it never downgraded. See my first picture
That was on the 18th. The customer missed the cut off so we recreated it on the 21st and it never downgraded. See my first picture
I have put in a ticket for this issue. I will let you know as soon as this is fixed!
I have put in a ticket for this issue. I will let you know as soon as this is fixed!
How do I set this feature up to downgrade after the quote expires? I usually put quotes on hold for 3 days, and then if there is no contact from the customer, I downgrade it back to quote status myself. I have many customers that like to sit in contract sent status for weeks. I would like for these situations to expire and go back to quote or even inquiry status automatically. Please let me know how to make this function happen. Also, when a customer pays a deposit, the status changes to deposit paid. Then before their event they pay the balance, but it does not automatically move to paid in full status. It only goes to paid in full status when the customer pays in full on the first transaction. Thanks!
How do I set this feature up to downgrade after the quote expires? I usually put quotes on hold for 3 days, and then if there is no contact from the customer, I downgrade it back to quote status myself. I have many customers that like to sit in contract sent status for weeks. I would like for these situations to expire and go back to quote or even inquiry status automatically. Please let me know how to make this function happen. Also, when a customer pays a deposit, the status changes to deposit paid. Then before their event they pay the balance, but it does not automatically move to paid in full status. It only goes to paid in full status when the customer pays in full on the first transaction. Thanks!
Melody G Dula,
You can set up an automation to handle this for you. I will send you a link on how to achieve this.
https://rental.software/support/knowledge-base/article/automations
Melody G Dula,
You can set up an automation to handle this for you. I will send you a link on how to achieve this.
https://rental.software/support/knowledge-base/article/automations
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