Complete ALL Calendar Events When Closing Leads As Won Or Lost
When managing leads user will sometimes find themselves in a scenario when they are closing a lead as Won or Lost where they have outstanding incomplete calendar events. In prior versions of AutoPlayAuto.com we've had the ability to 'Mark all overdue calendar events as complete'. In this scenario when closing the lead pictured below the 'Follow up re Finance' event that is overdue would be closed, whilst the 'Follow Up Post Delivery' would remain open - allowing dealers to continue to use AutoPlay to manage their post sale follow up.
Unfortunately there are instances where you might have a future calendar event that is no longer relevant that you might want to complete whilst you are closing the lead. For example if you have an event scheduled in the next few weeks to follow up and the customer says that their job situation has changed and they are delaying their purchase decision for 12 months. It's now inappropriate to follow up in the next few weeks, but you may want to touch base in 12 months.
We now allow users to select a 'Mark all incomplete calendar events as complete' to close all events that are incomplete - no matter if they are overdue or not. If you tick this box and change your mind you will need to untick before you will be able to check the 'Mark all overdue calendar events as complete' option. You can still use the 'Post sale follow up' option to create a new event as you are closing the lead.