Delete or mark lead as Dead?

[dpuryear]

We're really getting into SugarCRM and are processing leads. In some instances, we have a lead that no longer works for the company, etc.

Are you deleting these leads or marking them as dead?

How do you best decide whether to delete a lead or mark them as dead?

[sugarcane]

Hello,

there is no best way to do this, you need to decide the process which will best fit your internal needs.

That being said, i generally lean against deleting the records, so that you do not lose any history or notes you might have logged on that record. You can always mark it as 'dead' and add a note that the person no longer works there, or perhaps even create another status value or field to denote that the lead is not longer at the company.

[salesagility]

I agree with SugarCane ... setting Leads to Dead means that you can filter them out. Importantly it also means that you can reuse them. Deleting them means that any investment that you have made in acquiring and qualifying is lost as is the ability to deduplicate against them for any new leads.

[dpuryear]

Good points.

We've decided that we only delete obviously bogus leads (e.g., bad info from a webform).

[ravisalaria]

hi please could you tell me can we move all dead leads to my custom module

thanks in advance its very important to anyone