Excluding deleted Leads from reports
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?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,228
Create a single option field under Deals/Leads and tag the Test Leads/Deals as Test.
Then filter out the leads/deals by using this custom field.1
Great thought, @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz! However, it doesn't work. I suspect the issue is that these are converted Leads and not actual Deals. Any changes that I make to the Deal have no effect on the convert Lead and the converted Leads don't appear to be something that I can edit.0
Hi @Zak G.
I think it is best to reach out to our Support team directly with this (via in-app chat or email [email protected]). Maybe they will have a suggestion to solve the issue. However, indeed only deleting the deal will not help as the conversion itself already happened.0