Dashboards & Reporting

CVerbost
Member

Inactive (Deal) cards - take into consideration scheduled meetings

Right now the Deal cards Records will appear inactive after a set amount of time has passed without a logged note, call, email, chat or task. But if a meeting is scheduled with the potential client that card should not be inactive. 

Is there a way to make sure cards do not get grayed out if a meeting is scheduled? 

 

Thanks!

8 Replies 8
DS2021
Participant

Inactive (Deal) cards - take into consideration scheduled meetings

For us, this is considered as a bug. If activity is planned in the future, the deal card should be white. Not blue.

Remi-Pxms
Participant

Inactive (Deal) cards - take into consideration scheduled meetings

HI everyone, I am facing the same problem. 

 

0 Upvotes
EProwse
Participant

Inactive (Deal) cards - take into consideration scheduled meetings

0 Upvotes
Cicero1
Participant

Inactive (Deal) cards - take into consideration scheduled meetings

I am facing the same issue - it would be great if someone could help out 🙂 

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Inactive (Deal) cards - take into consideration scheduled meetings

Hi @CVerbost @EProwse @Cicero1 

 

Thank you for reaching out. 

 

I double-checked and it seems to be expected behavior at this time. However, I completely see how it would be useful for you and other users. I'd really recommend posting an Idea in our Ideas Forum regarding this. That way other users can upvote it, and the Product Team regularly monitors the Forum.

 

Thank you

Best

Tiphaine


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0 Upvotes
DS2021
Participant

Inactive (Deal) cards - take into consideration scheduled meetings

@TiphaineCuisset   We badly need this! Please take future activities into account.

TiphaineCuisset
Community Manager
Community Manager

Inactive (Deal) cards - take into consideration scheduled meetings

Hi @DS2021 

 

Thank you for reaching out. 

 

I'd recommend upvoting this idea  in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

 

Thank you

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
EProwse
Participant

Inactive (Deal) cards - take into consideration scheduled meetings

Similarly, deals are being marked as inactive if they have progressed to a new deal stage without a note, call, email etc being logged. 

Is there a way to keep deals showing as 'active' if they have changed deal stage within the set time frame? 

 

Thanks.