Carolyn,
We handle this via the
Lead Status and
Lead Status Detail field. The
Lead Status picklist contains choices for
Never a Buyer and
Advocate.
Never a Buyer status would be for leads who should not receive any of our marketing communications and are subsequently flagged as Marketing Suspended. The HR leads you mention would be slotted here in your scenario. We automate this via a
Reason for Request field on our Contact Us form.
Advocates would still receive marketing communication but their score does not increment and they will never be put in front of a sales rep. The
Lead Status Detail further stratifies the selection.
Here are the Lead Status and associated Lead Status Detail choices we use:
- Never A Buyer
- Acvocate
- Analyst
- Influencer
- Consultant
- Employee
Regards,
Rich