Conditional Email Follow Up (ie., Close Follow Up Activity if Customer Responds)
Anish Patel Posts: 28
edited July 2022 in Ideas and Product Feedback #1
As an outside sales rep, I'm often tracking emails/progress of actions from my extended team. It would be very helpful to
Here's a scenario breakdown: An email comes in and my marketing lead, Mary, owns the response/action. I need the info Mary is working on for a sales campaign so I want to make sure it gets done.
As a next step, I'd like to be able to set a linked action item that says "Follow Up with Mary to Confirm XYZ" if she does not reply in 3 days.
- If she doesn't' respond in time, I now have an easy reminder.
- If she did respond within 3 days, Pipedrive should delete the follow-up activity (or mark complete).