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Status: Idea Submitted
Jricci11
Submitted by on ‎Oct 14, 2020 1:16 PM

Complete/delete tasks when a company is reassigned or marked as unqualified

There are instances when a company is reassigned or marked unqualified and it would be extremely helpful if the associated tasks could be automatically marked as complete. 

 

For instance, if a sales rep is assigned to a company and has a task to call them but the company gets reassigned to a new rep, it would be great if the original task was marked as complete automatically since the original sales rep no longer needs to call. 

 

It would just be helpful if tasks could be a bit more dynamic.

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