Delete Workflow Automation Tasks on Lead Disqualification
Hi all, I'm looking for direction or a work-around for the following:
We use a workflow automation to populate a set of tasks when a new LEAD is created. This includes follow-up tasks at a set interval over a few weeks.
The issue I have is this:
When we disqualify a LEAD, the automation is still active. You have to MANUALLY go into the Workflow Automation Queue and delete them.
Is there a way that I can automate the deletion of those Workflow Automation tasks upon a LEAD being marked as disqualified?
The same is true if you convert a LEAD to an OPPORTUNITY. The To-Do tasks will keep popping up at the scheduled interval until/unless you delete them manually.