Archiving versus deleting leads

Jamie Pride
Jamie Pride Member Posts: 31
Second Anniversary 10 Comments 5 Likes Name Dropper
edited July 4 in Sales CRM #1

Hi Pipedrivers - quick question. Under what use cases do you archive leads versus deleting them? When you contact a lead and they don't convert how are you handling them - and then ultimately how are you moving them into some kind of nurture sequence?

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  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 205
    100 Comments 5 Answers 25 Likes Second Anniversary
    edited June 2022 #2

    Hi @Jamie Pride - Generally archive rather than deleting records in Pipedrive unless the record is spam or a duplicate. By archiving a lead you can create filters to gather some conversion data. These filters can also be used to trigger the start of nurture email sequence and/or to trigger Campaigns.

  • Jamie Pride
    Jamie Pride Member Posts: 31
    Second Anniversary 10 Comments 5 Likes Name Dropper
    edited June 2022 #3
    Liz Peterson said:

    Hi @Jamie Pride - Generally archive rather than deleting records in Pipedrive unless the record is spam or a duplicate. By archiving a lead you can create filters to gather some conversion data. These filters can also be used to trigger the start of nurture email sequence and/or to trigger Campaigns.

    Thanks Liz. Exactly what I was looking for!

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