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Unable to complete task
Problem Statement: On a particular lead and task, the task owner encountered a "Sorry, that was unexpected" error while attempting to complete the task. Solution: Please note that the task was neither deleted nor affected by any sync issues. Upon ...Automation evaluated as False although the conditions are Matching
Issue Statement: Although the lead/opportunity is satisfying the condition set in the automation, the automation has evaluated as False. Root Cause Analysis (RCA): The opportunity was associated with a different lead when the automation was ...Automation evaluated as False altough the conditions are Matching
Issue Statement: Although the lead/opportunity is satisfying the condition set in the automation, the automation has evaluated as False. Root Cause Analysis (RCA): The opportunity was associated with a different lead when the automation was ...Unable to Delete Leads in Bulk Action
Issue: The customer reported that they attempted to delete leads in bulk. However, only around 30% of the leads were successfully deleted, while the remaining leads remained in the system despite multiple attempts. The request history showed the ...Form Rule With Mavis not Working for Mobile App
Scenario: User has reported that the form rules (Fetching mavis value from DB) are working as expected in the web platform but in mobile application. Root cause: We have two different scenarios: 1. Form configuration setting miss: The field used in ...
Popular Articles
Deletion of Leads in Sandbox Account after Sync
Query: The client is questioning the reason behind the deletion of all leads in the sandbox account after performing a sync. Reason: During the sync process, all configurations from the production account are copied to the sandbox account, depending ...Restrictions on adding sub-automation in Automation(Lead Type Trigger)
Product behaviour: Sub-Automations created for an Activity type Trigger cannot be used in other automations with Lead type Triggers. Root cause: Sub-automation cards for Lead Type Triggers have a validation that only allows Sub-automations created ...Inbound texts are not being pushed to LeadSquared from CTM.
Issue:Inbound texts are not being pushed to LeadSquared from CTM. Possible causes: 1.) The incorrect webhook is added on CTM. 2.) The trigger for that Webhook is not configured correctly. Solution: For cause 1.) Verify the correct Webhook from the ...Can Enabling "Allow non-lead email address(es) in the CC field" Setting Generate Unwanted Leads in LeadSquared?
Query: The client wants to avoid the creation of junk or unwanted leads in LeadSquared when enabling the "Allow non-lead email address(es) in the CC field" setting. What steps can the client take to prevent this situation? Solution: To prevent this ...Lead stage change not coming in bulk update
Hi Team, You can encounter error that lead stage update option will not come in bulk update from manage leads grid:- Resolution To resolve this issue kindly disable "enable comments on stage change " from Lead stage settings:- Now you can see the ...