Cleaning up Leads
Answered
I have numerous leads whose event date has passed and I want to set them to the status of "Canceled". The leads are currently saved as "Partial" because I do not know event address and the system is requiring that to save the lead in any other status.
What is the best way to address this issue?
Thank you Harry
The same question
I would recommend setting up an automation that turns leads that are in the partial status to a lost sale status. You could create an automation that will change the statuses after x amount of days.
I would recommend setting up an automation that turns leads that are in the partial status to a lost sale status. You could create an automation that will change the statuses after x amount of days.
I wouldn't move them to canceled bc that will trigger an email (if it's active) to let them know the event was canceled. When I was using the partial status, I just left them there. It didn't mean anything. BUT if you want to move them to a status, I at one time, had a lost status that I moved everything that wasn't confirmed or complete or canceled after it's event date to that status.
The filter looked something like:
Lead status does not contain Confirmed
OR Lead status does not contain Complete
OR Lead status does not contain Canceled
AND (this is an add group)
Event Start Date Last x Days 1
I wouldn't move them to canceled bc that will trigger an email (if it's active) to let them know the event was canceled. When I was using the partial status, I just left them there. It didn't mean anything. BUT if you want to move them to a status, I at one time, had a lost status that I moved everything that wasn't confirmed or complete or canceled after it's event date to that status.
The filter looked something like:
Lead status does not contain Confirmed
OR Lead status does not contain Complete
OR Lead status does not contain Canceled
AND (this is an add group)
Event Start Date Last x Days 1
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