Close any open tasks if a lead becomes disqualified

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Close any open tasks if a lead becomes disqualified

It would be great to have a flow step where you could close any open tasks associated with a lead/contact if their status changes to disqualified. It would reduce some clutter in SFDC and prevent the reps from having to close them all manually.

Thanks!
2 Comments
Anonymous
Not applicable
Good suggestion.  Perhaps add an "Update Task" flow action that would allow you to change the status.  The difficulty is to be able to identify the specific tasks that need to be updated.
kh-lschutte
Community Manager
Status changed to: Open Ideas