What's the Best Practice in SF for capturing a lead that says "Call me in months"?

Question

I have Leads that are interested, but now is not a good time. How are others tracking and filtering this? They're not yet Qualified, but I don't want to see them in Open status because that's my ToDo list. How do I categorize those so I don't miss them, but they're not always in my face as noise? I've created FUP tasks, but that doesn't change that I still see them as an Open Lead.

Jayson Morales · Answer

Hi Nic,

Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Sales Cloud group below to collaborate with the experts for best practice and advice.

https://success.salesforce.com/featuredGroupDetail?id=a1z30000006IDYBAA4#.a0L3000000Rq7JWEAZ

Hope that helps.

Regards,

Jayson

What's the Best Practice in SF for capturing a lead that says "Call me in <x> months"?

Sales And Marketing

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