Archiving versus deleting leads

Jamie Pride
Jamie Pride Member Posts: 31
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edited July 2023 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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Answers

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment First 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
    First Anniversary 5 Likes Name Dropper First Comment
    edited June 2022 #3

    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!