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CRM Lead Expiry
This CRM module automates lead management by adding an expiration tracking system to your sales pipeline. Administrators configure specific pipeline states to trigger countdowns and designate final expiry stages. A scheduled background process continuously monitors active leads and automatically archives them once their time elapses. The system supports proactive management through automated pre-expiry alerts and auditable manual deadline extensions.
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Features
Pre-Expiry Alert Notifications
Implement an automated notification system that alerts the assigned sales representative before a lead reaches its official expiration date. This feature triggers an in-app message and an email reminder, allowing the team to make a final follow-up attempt to engage the prospect before the system automatically moves the opportunity to the expired stage.
Expiry Date Extension Override
Add a dedicated action button within the lead record that allows authorized users to manually extend the impending expiration date. When used, the system will prompt the salesperson to input a reason for the extension and select a new deadline. This action will update the expiry timeline and automatically log the justification in the record's activity history for complete transparency and managerial review.
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1.) Configuring the Expiry Stage
Define a dedicated pipeline stage for expired leads. Mark the stage as the designated expiry point, select which active pipeline states trigger the countdown, and specify the default number of days until expiration.
Navigation : CRM → Configuration → Stages
2.) Viewing the Expiry Date Field
Within a lead or opportunity record, a dedicated field tracks the impending expiration date. This field remains empty when the lead is in an initial state that does not trigger the countdown.
Navigation : CRM → Sales → Pipeline
3.) Automatic Expiry Date Assignment
Moving a lead into a triggering state automatically calculates and sets the expiration date based on the predefined default days. All updates are logged in the record's history for full traceability.
Navigation : CRM → Sales → Pipeline
4.) Automating Expiry Checks with Scheduled Actions
A background automated process periodically reviews all active leads. It compares the current date against the established expiration dates to identify which opportunities require updating.
Navigation : Settings → Technical → Scheduled Actions
5.) Automatic Pipeline Advancement to Expiry
Upon reaching the exact expiration date, the automated process shifts the lead directly into the designated expired stage. The progression history accurately reflects this system-driven update.
Navigation : CRM → Sales → Pipeline
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