Adam Adkins

Removing converted leads

Discussion created by Adam Adkins on Jul 5, 2017
Latest reply on Jul 6, 2017 by André Lopes

Hi guys,

 

We're looking into a solution for a problem we're having regarding converted leads. Once a lead is converted (or perhaps put into a different, specific status), we don't want that lead to appear anymore, particularly in search. 

 

The ideal way would be to mark converted leads with the deleted flag and be done with it. Is there a way to configure Global Search so that soft-deleted records do not appear? Perhaps I'm missing an obvious step, but I don't think I know of it yet.

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