Add archive client/archive prospect to automation options
M
Melissa Kelley
Please!
I see the need for three additional things:
1) an API/webhook to automatically archive a project and/or client when the project is complete
2) a workflow option within pipeline management (or feature in settings) that automatically converts a new entry in the "client" database to prospect and vice versa
3) a pipeline management option to archive a prospect who never scheduled a consultation or received a proposal but never converted.
Austin Morrow
Merged in a post:
Add "archive record" as an option for workflow automationd
J
Jsin
If there were an option to archive an opportunity in the Workspace Automations dealy, that would be great. As it stands now, I have to keep going back to my pipeline and looking for the people who haven't moved for a while and manually archive them one by one. They were all moved to an "archive" status automatically after an activity for a month or two, but I'd like to be able to just straight away archive them without having to go through it and manually do it once a month on my own. It seems like it would be a no-brainer to be able to add "archive" to the workflow automation options.