Segment - Delete leads that do not have support in 360 Support

This article explains how to identify and delete leads without support, both manually and through automation.

Introduction

In lead management, it is essential to keep a clean and up-to-date database. Leads that do not receive service can occupy unnecessary space and resources. In the segment, deleting these leads can be facilitated by creating specific segments and automating flows.

The action of deleting leads will make you never have access to the leads again or be able to process them; it is recommended that you archive the leads instead of deleting them.

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Identifying Leads without Service

Before deleting any lead, it is necessary to identify them accurately. Sprinthub offers a segment feature that allows grouping leads based on specific criteria. To identify leads that have not received service, follow the steps below:

Creating a segment of Leads without Service

Access the Segments Area:

Create a New Segment:

• Click on "Create New Segment."

• Give the segment a name, such as "Leads Without Service."

Define the Segment Criteria:

• Configure the segment to include leads that have no service records. Use filters like "Does the Lead have a service record in SAC?" equal to "No"

Save the Segment:

• After defining the criteria, save the segment. It will be updated automatically, adding leads that meet the defined criteria.

Deleting Leads Manually

With the segment of leads without service created, you can choose to delete those leads manually. This method is direct and offers full control over which leads will be deleted.

Steps for Manual Deletion

Access the Created Segment:

• Navigate to the "Leads Without Service" segment.

Select the Leads:

• Check the leads you want to delete. You can select in batches of 120 for deletion or choose individually.

• Click the delete option and confirm the action. The selected leads will be removed from the database.

Deleting Leads via Automation Flow

For greater efficiency and time savings, lead deletion can be automated. Sprinthub allows the creation of automation flows that can include deleting leads without service.

Deletion by Automation Flow

Access the Automation Flow Area:

Create a New Automation Flow:

• Click on "Create New Flow."

• Give the flow a name, such as "Deletion of Leads Without Service," and define the segment.

In the builder:

• Set the condition so that the flow is triggered when a lead is in the "Leads Without Service" segment.

• add the action "Delete Lead," which will warn again that:

Attention: Deleting a lead is an irreversible action, and all of its data will be permanently deleted.

• Final result of the builder:

Save and Activate the Flow:

• Save the automation flow and publish. From now on, any lead that is added to the segment will be automatically deleted.

REMEMBER THAT THIS ACTION IS IRREVERSIBLE.