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Leads delete or Disqualify

Answered Leads delete or Disqualify

  • Mittwoch, 13. Juni 2012 02:40
     
     
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    Afternoon all,

    We are working on a CRM 2011 solution for our company I have been testing workflows and Leads.  I have a few test Leads created purely for the development side of things.

    I don't want the test Leads to be included in the CRMs "Sales Pipeline" or "Leads by Source Campaign", actually i don't want the data in the test Leads to be recorded what so ever.

    Should i simply delete the Leads or should I Disqualify, then delete the Leads, so the records are completely removed?

    cheers,

    Fult.

     

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  • Mittwoch, 13. Juni 2012 03:43
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    Deleting the records would probably be the way to go if they were strictly used for testing. Saving them wouldn't really serve any historical benefit. Disqualifying then deleting would have the same effect in the end.

    Jason Lattimer

     
  • Mittwoch, 13. Juni 2012 06:19
     
     
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    Hi JLattimer,

    So if I deleted the test Leads, are you 100% certain there would be no residual associated data remaining such as Lead Source information?

    thanks,

    Fulton.

     
  • Mittwoch, 13. Juni 2012 13:16
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    That is correct. 

    Jason Lattimer