Delete uncompleted "To Do" Activities in Pipeline Stage
I am trying to build a workflow that has a number of follow up activities in a particular stage and an activity to be completed once we have spoken with the client. For example:
- Follow Up Call 1 (Day 1)
- Follow Up Email 2 (Day 2)
- Follow Up Call (Day 4)
- Good to Chat Email
Sometimes we will get to chat with the client on the first call in which case only activities 1 & 4 would be completed. Is there a way to create an automation to delete tasks 2 & 3 using the completion of task 4 as a trigger?
Any help would be much appreciated.