Delete lead when converted?

šŸ’¬ General Discussion
1

I was wondering why one might keep a lead once the lead is converted to an account and contact?

I wanted to erase it to avoid possibly using the lead to enter notes, instead fo the contact.

Thanks for any comments.

Joseph

2

Hi Joe,

You should be able to do this using AOW(workflow menu item in the CRM.

There is documentation on using AOW in the wiki.

Thanks,

Will.

3

Hello Will,

I am not looking to know how to erase anything.

I am looking for reasons why one would want to keep the original lead after conversion, or to erase.

I wanted people thoughts on what I would keep it or not.

Thanks

Joseph

4

Hi Joseph,

Ok. Iā€™m not in sales, but you may want to keep the lead for reporting or auditing, as some companies require this.

Thanks,

Will.