Do you know when to delete instead of disqualify a lead?

Updated by Brady Stroud [SSW] 1 year ago. See history

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<introEmbed body={<> When going through leads to see if they should be converted to an Account/Contact/Opportunity or disqualified, any that do not contain contact details should be deleted instead of disqualified. The reason for this is that there is no benefit having only a name in the system, and it could produce false duplicates later if we were to import or create someone with the same name. </>} />
Image

Figure: Delete rubbish lead

Acknowledgements

Adam Cogan
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