Remove Unqualified Prospects from Best Bets Dashboard? | Community
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Rachel_Bryan
Rachel_Bryan
Level 2
October 7, 2016
Question

Remove Unqualified Prospects from Best Bets Dashboard?

  • October 7, 2016
  • 3 replies
  • 1912 views

Is there a way to remove unqualified prospects from the best bets dashboard?  When we unqualify someone we do not want them to appear in our sales people's best bets view.

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3 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
October 9, 2016

Hi Rachel,

Try decrease their score.

-Greg

Dory_Viscoglio
Dory_Viscoglio
Level 10
October 10, 2016

Hey Rachel, as Greg suggested we have a decrease score checkbox that a sales person can check which results in their score dropping so that they're no longer in the best bets view.

Devraj_Grewal
Devraj_Grewal
Level 10
October 10, 2016

Rachel,

I second @Grégoire Michel​ and @Dory Viscogliosi​'s suggestion. What you can do is set up a scoring smart campaign. Have the Sales Team disqualify the lead by marking them with a certain lead status (this will be the smart campaign's trigger). That lead status will then drop their score down to "0" (this will be the smart campaign's flow).

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