Pipeline - Remove Due Date When Lead is Closed
M
Madison Stankus
As a Fuse Pipeline user, I expect the due date to also be marked as resolved or removed once a lead is added to "Closed". Currently, the Due date remains and all Closed leads show as overdue and there is no way to delete the dates just reschedule them.
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B
Bill Sprague
to add to this, we should be able to close a lead as lost so conversion data is accurate, but also create another lead to follow up with the prospect at a future date. Currently, we have to choose between closing the leads as lost to keep conversion percentages accurate, or just moving the due date out until next year to follow up with the prospect. There's no good way to do both.