Don't i only want to convert solid leads? I notice their is no option in convert to disgard the uninterested lead.
Basially, what do i do with a lead that does not want to be called on? I still want them in our system for future tracking but I'm wondering how to label them / convert them to the correct next step.
Thanks
7 Antworten
It really depends how you want to track your "bad" leads. Definately, do not convert them to opportunities. Only qualified opps should be converted.
You could add a Lead status field to track the status of the lead (ex: Active/Lost for example), and change the status of Leads when they are "lost" or become "not interested".
What edition are you on? Depending on your edition, you will then have some additional options to hide leads that are "Lost" for example if you need those leads to be invisible for regular users.
