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Pettycash73Pettycash73 

Stopping an Action Plan based on Criteria being met.

 

We downloaded the Action Plan app for use with our Lead process.  The idea is that there are 4 steps to each action plan as it relates to the selling of our leads. If the Lead is unqualified at any point, the action plan continues to think that the next steps need be taken, which they don't.  

 

We are using dependent tasks, so that when step 1 is completed, the next action is set automatically for 7 days from today.  If the lead is unqualified at step 1, when the task is marked as completed, step 2 is triggered, unnecessarily.

 

Is there any logic that can be built to kill an action plan based when criteria is met? In this case, if the lead status is changed to Unqualified than the action plan should be stopped.

 

Open to any ideas.

ReidCReidC

That's a great idea!  Right now, you would want to simply delete the action plan.  You will maintain a record a completed tasks, no new tasks will be created.