You could create a view with all open activities with a date in the past. Then ask your sales team that this view should always be empty.
If this is not enough, you can have a periodic flow to send an email to sales members that have open activities in the past.Carefull, this solution may be a bit irritating for users, but it's a good way to teach them how to do it right and never forget to close activities.Another less iritating way to make the close activities is to give them a reason to do it :In our CRM, we use activities status and dates to show in a view when was the last action on a particular prospect or opportunity, and when will be the next action. This helps sales people knowing exactly what they should do next... yet, if they don't close activities, their next action is in the past, and they loose this usefull tool.
Hello Mary, I can suggest you the possible solutions please use any of them based on your requirement. 1. If sales reps needs to close the activities, we can send them reminders to sales reps to close the activities which are in past. We can trigger this notifications (emails) when the activities due date past two days. 2. if the activities are related to entity like opportunities, we can code to close all activities on opportunity status (ex: when opportunity stage moves won or lost). Notifications will be best thing you can do so that they will be notified whenever they missed closing an activity. Thanks
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