New leads entered are missing two days after I sent contracts
Solved
On 2/6 I entered four new clients, with new lead/event for each. Saved, sent contracts, saved before closing. I confirmed that all were sent in my email account too. Also revised a lead and sent revised contract for an existing client. Today, two of the clients emailed that they received the email but the contract link would not open, it said "link expired", could i please resend the contract. I logged in tonight to see what was up, and all the clients and leads I entered on 2/6 are gone, not longer in the software, and the revised contract I sent is not showing up either. Any help greatly appreciated. TYIA
The same problem
First look to see if you have any filters set in the green sidebar (most common issue).
Second, you can type "Deleted" in the search and select the preset. See if those leads are there.
First look to see if you have any filters set in the green sidebar (most common issue).
Second, you can type "Deleted" in the search and select the preset. See if those leads are there.
Good morning, what are the customer names, I'm seeing 4 new ones that are in a hold status?
Good morning, what are the customer names, I'm seeing 4 new ones that are in a hold status?
Replies have been locked on this page!