Archiving versus deleting leads

Jamie Pride
Jamie Pride Posts: 28
10 Comments 5 Likes Name Dropper First Anniversary
edited July 27 in Lead Generation #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?

Comments

  • 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 Posts: 28
    10 Comments 5 Likes Name Dropper First Anniversary
    edited June 2 #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!