Payments made; Leads not moving to Confirmed status

Rafael Gutierrez shared this question 3 years ago
Answered

Hi -


We've had a few auto-bookings lately not being moved into Confirmed status after the contract is signed, and deposit payments are made.


Two examples currently sitting in Contract Signed status, but also showing payments:

ID 2225449 and 2224941

Comments (5)

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Several of your leads had the status flag "Mark Leads to this status when customer Auto Books" when only one status should. We're thinking this was the cause of this. I've removed that attribute from your higher up statuses. Please let us know if the issues continues with new leads. You can manually change the status of the existing leads now to the approprate status.

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Hello again!


The problem has returned.

ID 2272849 is the latest lead that has not moved to "Confirmed" status, and 2261037 & 2249343 were noticed and manually changed the status.

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Your confirmed status had the property "Mark Lead to this Status after Balance has been Paid" which it was requiring along with this. I've changed this status for you, but you'll need to check for leads to edit the status of.

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1

we're still getting this error:


2285607 & 2303253 did not move to Confirmed status automatially

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We are looking at it. It may be a rounding issue involving surcharges.

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