Outstanding Tasks on Archived Leads Will Automatically Be Closed

Updated :

We are excited to announce a new feature in AgentLocator CRM that will make managing archived leads even more efficient. Starting now, any outstanding tasks connected to a lead that you archive will be automatically closed and will not re-open, even if you unarchive the lead in the future. This will help you keep your task list organized and up-to-date, without having to manually close tasks on archived leads.

Here’s how it works:

  1. Archiving a Lead: When you archive a lead, any tasks associated with that lead will be automatically closed. This will prevent any tasks from lingering in your task list for leads that are no longer active or relevant.

  2. Unarchiving a Lead: If you unarchive a lead in the future, the tasks that were previously closed will remain closed. However, you will still be able to refer to them in the future, as they will be saved as closed within the Lead Profile. This way, you can easily access historical task data for reference or reporting purposes.

  3. Streamlined Task Management: With this new feature, you no longer have to worry about manually closing tasks on archived leads or dealing with re-opened tasks when unarchiving leads. The system will automatically handle the task status for you, saving you time and effort in managing your task list.

See how it works: 




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