The process has triggered, but there's no contact! Here are the most common causes and how to fix them.
1. Missing Contact Role in Process Settings
Your process may not have a contact role set up to pull in the necessary contact. You can check this by:
Going to your process' settings.
Checking if the needed contact role (e.g., Owner, Tenant) is listed.
If not, adding the contact role, linking it to a pipeline and ensuring it's pulling from the correct stage.
2. Contact Role Not Linked to the Right Pipeline
If you have a contact role added, it might not be linked to the correct pipeline, preventing contact data from being pulled in. You can fix this by:
Going to the process' settings.
Clicking the "select pipeline" field next to the contact role and selecting the pipeline that the respective contact type lives in.
3. Contact Pulling From Incorrect Stage
To ensure that the correct contact pulls into processes, we have a feature to limit contact roles to specific stages. For example, Move ins should pull in contacts from the future stage, move outs from the notice stage, evictions from the evicting stage, etc, therefore, your contact could be pulling leads from the wrong stage. You can fix this by:
Identifying what stage that specific contact needs to be pulled from.
Going to the process' general settings, clicking "change" next to the "Pull contacts from All Current stages" field and selecting the correct stage.
Conclusion
By checking these settings, you can usually resolve the issue of missing contacts in processes. If the problem persists, please contact us at support@leadsimple.com for help.