Question

Disable all the tasks and notifications created during Lead stages

Hi Community,

Any idea how can i disable all tasks and notification created during lead stages?

Thanks

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1 comments

Dear Fulgen,

There are a couple of processes that can create the reminders and notifications. They are: 'Lead qualification 7.8.0', 'Lead distribution 7.8.0', 'Handoff to sales 7.8.0' and 'Awaiting sale' 

All these processes are sub-processes of the parent process 'Lead management 7.8.0'

There are 2 options. You can either deactivate the parent process that runs all the sub-processes or edit all sub-processes so that the would not create any activities and reminders.

Best regards,

Dean

 

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