CRM Expiry Stage Configuration
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Features
- This module helps user to manage the Expiry date of leads in CRM.
- Leads are automatic goes in the expiry stage when expiry date is less than today.
CRM Expiry Stage Configuration
- Is Expiry Stage: This field indicates the stage is expiry stage.
- Expiry Date Effective States: Expiry date feature applies when user create or edit the record. User has to mentioned here the stages in which stages expiry date feature will be applied.
- Default Expiry Days: It sets the days when user create the lead expiry date set automatically by following calculation.
- Expiry date = today + Default Expiry Days
CRM Expiry Lead
- Inside the Pipeline user can see the expiry date field.
- When we set the back date in expiry date field and save the record then it automatically goes in the expiry stage.
- If we set the default expiry days = 10.
- Then expiry date automatic set at pipeline creation time.
Expire the CRM Lead via Scheduled Action
- A scheduled action also runs once a day and check for the expiry lead and update it.
