Most of you are doing a great job in addressing the leads in your local marketing queues.
You can do globally 2 actions on these leads:
- Assign it to another person (maily sales people) - this removes the lead from the marketing queue
- Disqualify them by changing the status - the lead remains in the marketing queue
We won't develop any Marketo programs to automatically delete the 'Disqualified' leads from the marketing queues. One of the reasons is because if we do that, the students, teachers and school directors will be deleted.
But you may want to delete manually some leads in the marketing queue in order to have a shorter list of leads to look at. Globally you may need to delete in Salesforce any person you don't need to qualify (no business to dowith Lectra) or because the lead is old (i.e. a student requesting an intership, a free-lancer asking for a free trial of our software...).
But you haven't the right to do it in Salesforce. We have a solution for you: MAYLYS!!!
Ok this is not automatic and not very funny for Maylys , but this can help all of us to clean your marketing queues.
So, in case you want to delete a lead from the marketing queue, please feel free to ask Maylys Weiss in the Chatter feed of the lead page indicated if you want to delete the lead:
- only in the marketing queue
- in the marketing queue and in Marketo
You may need to keep it in Marketo as a cold lead in case you still want to send email to this person or to track their activity (web, email...).
If can be the case of journalists or investors for example.
Please let me know if you like this proposal by Liking it 😉
This is a very good initiative
And of course, thank you very much Maylys!