Managing trashed leads is crucial for team leaders to understand why the lead was moved to the trash and provide learning opportunities.
Note: This setup is recommended for Platform customers with the Teams feature.
How it Works
When a lead is moved to the stage trash, specified users are notified of the action for lead management.
Why create a team? This notifies the desired management team of leads moved to the stage trash.
Step 1: Create a Team
1. Go to Admin > Teams > + Add Team
2. Add a Team Name & User(s) > Save Changes
Additional information about Teams.
Step 2: Create an automation
1. Go to Admin > Automations > + Add Automation
2. Create the Automation
Trigger: Stage Changed to Trash
Conditions: Include or exclude desired sources
Action: Add Note and Notify Team (created in step 1)
Additional information about Automations.
All users in the Team (created in step 1) will be notified via email. This setting can be managed in each user's Notification Settings.