This object is in archive!
status not updating correctly
Not a Problem
Hello,
I just noticed the status are not working or updating correctly. Lead 2201725 made a payment"paid in full" and the status did not change from quote to confirmed. I had to changed it manually to reserved the unit for that customer. Is there a way a report of lead with payment and are not confirmed.
Note: I don`t want to reserve a unit if they haven`t make deposit or full payment.
The same problem
The customer made a payment, but they never signed the contract which is part of your requirement to move to confirmed.
To search for others use the filters on the left side of leads. Set the drop-down at the top to Has Payments, then uncheck all statuses except Quote.
The customer made a payment, but they never signed the contract which is part of your requirement to move to confirmed.
To search for others use the filters on the left side of leads. Set the drop-down at the top to Has Payments, then uncheck all statuses except Quote.
Replies have been locked on this page!