Inactive objects logic and new on hold status

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Inactive objects logic

It depends on the object and the case:

 

Leads: 

  • Lead without company and no opportunity is INACTIVE when...

a) The lead is in an Active status (On prospection, Engaged, Contacted, Nurturing) AND the lead doesn't have any future tasks in status to do.

b) The lead is in status Meeting AND the lead doesn't have any future tasks in status to do OR the lead doesn't have any Meeting activity arranged in the future or Not reported.

  • Lead with company and no opportunity is INACTIVE when...

a) The lead is in an Active status (On prospection, Engaged, Contacted, Nurturing) AND the lead doesn't have any future tasks in status to do OR the company doesn't have any future tasks in status to do.

b) The lead is in status Meeting AND the lead doesn't have any future tasks in status to do OR the lead doesn't have any Meeting activity arranged in the future OR the company doesn't have any Meeting activity arranged in the future.

  • Lead with company and opportunity is INACTIVE when...

a) The lead is in an Active status (On prospection, Engaged, Contacted, Nurturing) AND the lead doesn't have any future tasks in status to do OR the company doesn't have any future tasks in status to do OR the opportunity doesn't have any future tasks in status to do.

b) The lead is in status Meeting AND the lead doesn't have any future tasks in status to do OR the company doesn't have any Meeting activity arranged in the future OR the opportunity do not have any Meeting activity arranged in the future.

 

Companies: 

  • Company without leads and no opportunity is INACTIVE when...

a) The company is in an Active status (On prospection, Engaged, Contacted, Nurturing) AND the company doesn't have any future tasks in status to do.

b) The company is in status Meeting AND the company doesn't have any future tasks in status to do OR the company doesn't have any Meeting activity arranged in the future.

  • Company with lead/leads and no opportunity is INACTIVE when...

a) The company is in an Active status (On prospection, Engaged, Contacted, Nurturing) AND the company doesn't have any future tasks in status to do OR none of the leads have any future tasks in status to do.

b) The company is in status Meeting AND the company doesn't have any future tasks in status to do OR the company doesn't have any Meeting activity arranged in the future OR none of the leads have any Meeting activity arranged in the future.

  • Company with lead/leads and opportunity/opportunities is INACTIVE when...

a) The company is in an Active status (On prospection, Engaged, Contacted, Nurturing) AND the company doesn't have any future tasks in status to do OR none of the leads have any future tasks in status to do OR none of the related opportunities have any future tasks in status to do.

b) The company is in status Meeting AND the company doesn't have any future tasks in status to do OR none of the leads have any future tasks in status to do OR none of the related opportunities have any future tasks in status to do OR the company doesn't have any Meeting activity arranged in the future OR the opportunity doesn't have any Meeting activity arranged in the future.

 

Opportunities: 

  • Opportunity with no lead and no company [case supported but not possible in a normal flow in BB] is INACTIVE when...

a) The opportunity is in an Active status (ALL custom status EXCEPT the CLOSED_WON or CLOSE_LOST) AND the opportunity doesn't have any future tasks in status to do OR the opportunity doesn't have any Meeting activity arranged in the future.

  • Opportunity with lead/s and no company is INACTIVE when...

a) The opportunity is in an Active status (ALL custom status EXCEPT the CLOSED_WON or CLOSE_LOST) AND the opportunity doesn't have any future tasks in status to do OR the opportunity doesn't have any Meeting activity arranged in the future OR none of their related leads have any future tasks in status to do OR none of their related leads have any Meeting activity arranged in the future.

  • Opportunity with lead/s and company is INACTIVE when...

a) The opportunity is in an Active status (ALL custom status EXCEPT the CLOSED_WON or CLOSE_LOST) AND the opportunity doesn't have any future tasks in status to do OR the opportunity doesn't have any Meeting activity arranged in the future OR the company doesn't have any future tasks in status to do OR the company doesn't have any Meeting activity arranged in the future OR none of their related leads have any future tasks in status to do OR none of their related leads have any Meeting activity arranged in the future.

 

New status On hold

It’s a status without logic, the purpose is to use this status for classifying companies without next steps. That means On hold is a paused status

This may sound like Nurturing, but they are not the same. After some changes, the differences are: 

mceclip0.png

In this way, you can use the status On hold to classify objects without next step and keep them as “paused” objects without being classified as Inactive.

 

 

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