5 Replies Latest reply on Nov 28, 2017 12:01 PM by Sanford Whiteman

    Post-Lead Best Practices

    Elliott Antal

      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