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SELL feature request: Removing tasks no longer needed



Publicado 28 ene 2021

If you have automated tasks triggered when you move into a deal stage (ex: stage 1 - set up 3 tasks for client follow up).  But you move on to next stage before tasks complete (ex: reached client after task 1 and sold product then moved to stage 2), the remaining 2 tasks stay open which piles up quickly and is no longer required thereby clogging up your processes.

 

 


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