Zoho CRM: Lead 'expiry date'?
Hi,
A quick question, is it possible to define an 'expiry' date for a lead in Zoho CRM?
Allow me to explain with an example, imagine during a conversation/fair a lead is entered into Zoho CRM but from the conversation it's clear that the lead is in need of a solution/proposal within 2 weeks, thus an 'expiry date' would be an interesting feature - which basically should change the status of Lead to Closed of some kind.
I understand that a note can be made which outlines that this lead shouldn't be contacted after a certain date but with an Expiry Date productivity would increase as the customer care agent wouldn't even have to read/consider a 'dead' lead.