Bug #2685
TP Fully Paid customers are moving to Q-Incoming
Start date:
04/29/2023
Due date:
% Done:
0%
Estimated time:
factor:
Description
A customer who is bought our test prep product is manually/automatically marked as : TP FULLY PAID in CRM after getting the payment . But , if these leads are doing any activity on the website like visiting pricing page , PE call, the same lead gets automatically moved to Q-Incoming and gets assigned to a different sales person. Please find the below link as an example
Link : https://entrayn-422280176071124515.myfreshworks.com/crm/sales/contacts/70080789815 (Please see the activity timeline for more clarity)