Track leads that are reaching back out to us and referring us to another person in their company

Question

I would like to track leads that we have reached out to and they let us know that they aren't the right person but to reach out to another person in the company and they give us another name. Should I be doing this through the lead status, another field, or checkbox? Would love to hear your thoughts!

Jamil Ahmed · Answer

I would suggest Clone the Lead and edit the information on newly created lead with updated information and than Change the lead status to unqualify.   This will keep you reporting and dsahboards in place.

Track leads that are reaching back out to us and referring us to another person in their company

Data Management

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