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Post-Lead Best Practices

Question asked by Elliott Antal on Nov 28, 2017
Latest reply on Nov 28, 2017 by Sanford Whiteman

Hi -


We are using Marketo a little differently. Instead of using Marketo to acquire leads we acquire leads through lead aggregators, import into our CRM, then use Marketo to email nurture these leads. We acquire a large volume of leads so keeping them hanging around in Marketo isn't ideal (I have Smart Campaigns set up to remove leads based on CRM status) so I have been deleting them with a triggered Smart Campaign, but I also don't want to lose reporting data.

 

What are the best practices once a lead has reached its goal?

1) I can mark it as a success in a Program, which is great for reporting, but not for my overall database limit.

2) I can delete it from Marketo, which is great for overall database limit, but bad for reporting.

 

Thanks for your help!

- Elliott

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