Leads Concepts in Zoho CRM - Junk or Inactive Leads

Leads Concepts in Zoho CRM - Junk or Inactive Leads

If a lead declines to have any more contact with us, I take it we change the status of the lead to junk lead?
> Correct. Note you can change the wording in the Lead Status field to whatever you choose.

What happens to the information and data of that junk lead after?
> It will stay in the CRM, including communications, notes, attachments. It is not deleted in any way. The only thing that will separate it from the 'active' leads is the Lead Status, meaning you can filter it out when looking at a View of 'active' leads, or when mass emailing 'active' leads.

Also can we assign a lead that has a status of contact in future to automatically come as a task to contact in say 12 months?
> Yes. It is possible to create a workflow task to automatically appear 12 months later and send a reminder via email to the Lead owner.

    • Related Articles

    • Should I Delete Dead Leads?

      Generally Leads are only ever converted once the sales person has a positive feeling that they can be sold to. This can be a gut feeling or it can be linked to a stage such as a product demonstration on meeting, or it can be linked to a defined set ...

    • Deleting a Zoho CRM Account

      There are several steps to go through in order to delete a Zoho CRM account. Please refer to the link below from Zoho's user guide for more details. https://help.zoho.com/portal/kb/articles/how-can-i-delete-my-zoho-crm-account

    • Zoho CRM Licenses and Feature Comparisons

      You can check out a complete feature comparison here for each license available for ZOho CRM: https://www.zoho.com/crm/comparison.html

    • How do I invite a new user to the CRM portal?

      Add the user to the CRM portal then follow the steps below: Setup Users and Control > Users Click the user in question Click the green 'Reinvite' button in the top right of the user details screen The user will then receive an invitation email. They ...

    • Zoho CRM Customers

      Please take a look at the following link to see some well known Zoho CRM customers: https://www.zoho.com/crm/customers/