Archive Automation When a Contract is Signed
In the sales pipeline, when a contract is signed and moves to the production board, it duplicates, but doesn't archive on the sales board, leaving a cluttered list to scroll for days through.
My thought would be to archive any signed contracts, leaving only one copy of each contact in JN to avoid any mishap due to human or clerical error.
Michael Jones
shared this idea
I looked at your workflow and it looks like you are archiving the contact when the contract is signed. This is not the intended flow.
Contacts can move through the workflow and can exist on multiple boards at the same time. In your case, you’d want to do the following:
1. Remove the archiving from the Signed Contract stage in your workflow
2. Add Signed Contact to the start of your production board.
This would make it so that when a contract is put in the “Signed Contract” status on the Sales board, it would also show up on the Production board. Your production team would be able to see it on the production board and then move it to the “Site Survey” status. Once the production team moved it from “Contract Signed” it would no longer show up on your Sales board.
If you have any other questions, please contact support@jobnimbus.com and they can help you.
Thanks,
Aaron
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Michael Jones
commented
You are correct. I tried a couple of other ways, but the redundancy of two cards named the same on two separate boards are a bit irritating, but workable.
Is there a way that the "status" of that card can "auto-trigger" it the same way, just with different card names?