Automatically indicating a lead doesn't need a follow up
Greetings everyone!
I'm working on a process that would automatically allow a lead to indicate they already bought insurance from someone else by clicking on a link in an email. I've been searching around and haven't found anything here and have tried a couple things but nothing really works the way I want yet.
I want a link in an email that would indicate in Zoho CRM that the person has already purchased insurance - ideally it would set the Lead Status to "Lost Lead". From there I have workflows that take over.
I process thousands of leads a month and need a way to unclog the pipeline by removing people that have already bought. Thanks in advance for any ideas!
Ernie