I am struggling with creating a process for lead calling, since the leads module does not have automations or custom fields I am stuck using the deals module. SO I have created automated task generations of "call 1" 2,3, etc. and then created a zapier to remove those calls if the lead has a disposition of "appointment set" etc.
Its a mess.. I have so many automations I cant keep them cleaned up and now I have fields being randomly updated and I think its being caused by a n automation.
Does anyone have any sort of mechanisim or idea... (More)