Remove Unqualified Prospects from Best Bets Dashboard?

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Remove Unqualified Prospects from Best Bets Dashboard?

Is there a way to remove unqualified prospects from the best bets dashboard?  When we unqualify someone we do not want them to appear in our sales people's best bets view.

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Re: Remove Unqualified Prospects from Best Bets Dashboard?

Hi Rachel,

Try decrease their score.

-Greg

Re: Remove Unqualified Prospects from Best Bets Dashboard?

Hey Rachel, as Greg suggested we have a decrease score checkbox that a sales person can check which results in their score dropping so that they're no longer in the best bets view.

Re: Remove Unqualified Prospects from Best Bets Dashboard?

Rachel,

I second Grégoire Michel​ and Dory Viscogliosi​'s suggestion. What you can do is set up a scoring smart campaign. Have the Sales Team disqualify the lead by marking them with a certain lead status (this will be the smart campaign's trigger). That lead status will then drop their score down to "0" (this will be the smart campaign's flow).