Deleting Task when hitting a certain stage on the deal pipeline?
Deleting Task when hitting a certain stage on the deal pipeline?
Hi,
I have tried using this script but haven't managed to get it to work (
https://www.zoho.com/crm/resources/tips/auto-close-tasks-based-on-deal-stages.html
)
Essentially I am looking to delete or close all task when deal hits a certain stage.
Can anyone help?
Thanks
Jon