I do not want to delete the lead becasue it will ruin our conversion report numbers, but I also do not want the lead to remain in the system unneccessarily. Does anyone have advice?
Thanks!
-Andy
7 respuestas
You can definitely create list views for your users, without going into the admin screens. Just go to Leads, then click "create new view"
Once there, set up your criteria like the screenshot below.
When you select "My Unconverted Leads" the "my" part of that is dependent on who runs the view. So when you run it it's your leads, and when your rep runs the same view she'll see her leads.
Lastly, at the bottom of the new view creation page, you can decide who sees the view: just you, everyone, or a subset of users you define. Your screen should look something like this:
Let me know if you have questions.
Brian
