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Archiving versus deleting leads
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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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.
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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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