Excluding deleted Leads from reports

Hey Folks!

I created ~50 test Leads while onboarding an SDR team. The team processed the tests and then I deleted the tests.

However, the converted Leads still show up in Lead Performance reports and I can't seem to exclude them.

I imagined that I could:

  • delete the converted Leads (but this doesn't seem possible)
  • exclude them from the report based on their titles (but I don't seem to be able to filter based on the contents of a Lead Title)

While I've already deleted the relevant Deals, I don't expect that this would remove the converted Leads – as one needs to keep a list of converted leads for reporting accuracy.

Looking at the API, there doesn't seem to be a way to interact with converted Leads.

Can anyone help?


Cheers!

--zak

Answers