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Thread: Moving dead leads

  1. #1
    shanse2 is offline Junior Member
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    Oct 2009
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    Question Moving dead leads

    We've been using Sugar for lead tracking for almost a year now. Now we have a bunch of dead leads in our lead list, but we don't want to delete them and lose all of our notes and information. Is there any way to create a "Dead lead list" right below the "Lead list" and move our dead leads down there?

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Moving dead leads

    You should set the status on those leads to "Dead," then, when on the ListView, search for leads whose status is set to "New" or other values besides "Dead" to keep the dead ones from displaying.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  3. #3
    sugarcane is offline Sugar Community Member
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    Default Re: Moving dead leads

    adding to Angel's comment, you can create a custom saved search which will only pull the leads based on criteria you specify
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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