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Deleting/Filtering Closed and Converted Leads

I cannot seem to be able to delete a lead that has been converted. Nor is there a way to sort leads by the closed/converted status.

The issue is when I want to do a mass mailing/email to my leads list, it is also including those that have already been converted which does not make the recipient happy. Does anyone have this same issue, is it the system or am I missing something?

Thank you in advance

Tim

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Comments

30 comments
  • Hello Tim, hope you're having a great day!

    It's not possible to delete a converted lead at this time. 

    I totally understand the need to have a feature like this and we absolutely appreciate you requesting this. 

    Have a great weekend!

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  • Jessica,

    Thank you for your timely response. What about filtering a converted lead out.

    If I can do neither of these things, Leads in Insightly CRM become completely useless and irrelevant as soon as even one (let alone many) lead has been converted. I certainly would not want to email/mail to a list of leads that includes recently converted contacts/clients, that could be perceived as unprofessional on numerous levels.

    Alternatively, I could delete a lead rather than use your convert feature but that would require re-entering all the information that may have been added to a lead during the nurturing or prospecting process. Not a viable option.

    Any importance and urgency that could be added to this basic usability request would be greatly appreciated.

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  • Hi Tim!

    You can Filter your Converted or Closed Leads. You would simply need to click on the Filter option.

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  • Thanks Nora,

    Unfortunately when I actually need to "filter" say by zipcode or some other criteria, there is no option to exclude closed/converted leads from that list. You are correct that I can choose "All Open Leads" OR "All Closed Leads" but without any additional criteria.

    If I'm not missing something, all of the other filtering abilities are mute, since when it comes to Open or Closed leads it is all or nothing. 

    Am I correct?

    Is this on the roadmap anywhere?

    Thanks

    Tim

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  • Hi Tim- You can create a Custom Filter and select to filter by Zip Code and the Lead Status.

    See the example below:

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  • Hi Nora,

    Regarding the above guidance - what term should I use to find Leads that are NOT converted, i.e. I want to filter companies of a specific category, some of which have been converted and some not. You show how to filter those that are Converted, but when I try to create a custom filter for the opposite, (e.g. I tried the word "Open"), it didn't pull up any records. 

    Thanks,
    Catherine

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  • @Catherine - We don't currently have the option to filter/search by not converted. 

    However, we are going to be releasing a new reporting system that will allow you to search by this criteria. 

    We are expecting this to be released very soon and are testing it now!

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  • Thanks for this Jessica!

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  • @Catherine - Absolutely! happy to help!

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  • There should ABSOLUTELY be a way to delete a converted Lead. I mean why would you not be able to delete a lead. I was just playing around to figure out how I wanted to set this up but now I've got leads in there that I can't delete. When will you be adding this feature? Seems like a simple thing.

     

    I'd like to be able to delete anything that is User created. There should be a back to default feature that allows us to go all the way back to the start almost like a wipe the slate clean.

    Thank you.

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  • @Adam - Thank you so much for your feedback! 

    We understand the need our users have for this and appreciate you letting us know. 

    Have a great day!

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  • Hi there. I am new to Insightly and we are trying to figure out how to best use this terrific tool to organize our new business. Following the same line of questions posted here and putting my 2 cents in, PLEASE add the option for administrators to be able to delete unused leads once they've been converted to an opportunity! While trying to set up our custom fields and activity sets, we set up fake/test leads to see how they flow through the process but now we want to clean up and get rid of these unnecessary entries. Is this ability something that may be added in the future? Thanks so much! 

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  • @Amy - Thank you so much for your feedback! While we don't have a time frame for if/when this feature will be implemented, we know that it would be an extremely helpful addition to our users. 

    We appreciate you letting us know!

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  • I am chiming in on this topic too! I'm sure it's not the highest priority but I did a LOT of testing before setting everything up in Insightly and the Test Leads that I converted are still there and unfortunately I used REAL contact names so it might be confusing for some of our users. I am going to "edit" these converted leads (because that is an option) and they will be named Test 1 - Test 5! This is not ideal but it's a workaround. Looking forward to being able to delete converted leads! Thanks!

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  • @Amanda - Thank you for letting us know your workaround and your feedback!

    Have a great day!

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  • Ditto everyone else on needing the ability to delete a converted lead. Not being able to is just plain dumb. 

     

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  • Depending on how you use Insightly, the converted Lead record can serve as a reference point for where the Opportunity, Contact and/or Organization record originated from and much more! With the Advanced Reporting and filter features, you will have the ability to focus on records that matter. Therefore, you can identify trends in your sales and focus on ideal leads that will impact your bottom line.

    If you need additional assistance on configuring reports (even Leads named Test - 1, Test - 2, Test - 3, etc.), applying filters, or deciding what data you want to capture at the lead level, we would be more than happy to help you.

    Thank you,

    Micah Feldkamp

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  • DITTO to ALL!

    This is super annoying and should be addressed ... Since a closed converted lead counts as a record, the longer we use Insightly, the more sales / opportunities we create out of leads, the less storage room we get.

    With everything else (emails contact etc) we can delete old files and clear up space, but with Leads working this way, it means that using Leads actually harms the user since the closed lead counts against us!  If  we are doing well and using the system as it was meant to be used (leads to opportunities to  .. .yea, that  counts against us!

    ... untill this is fixed, leads is much more of a burden than a help  (as Tim noted above)  as soon as a lead has been converted the only way to move them to the next step in the process without them counting as a double-record,we would have to delete a lead rather than use your convert feature .... require re-entering ALL the information that may have been added to a lead during the nurturing or prospecting process.

    Not a viable option.

    I guess I will just use opportunities for everything instead of leads??? .. But if that is the case, why have leads in the first place? 

    Is this not a simple fix?

     

     

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  • Hi Will,

    Great feedback!

    This isn't an easy fix for us; but let me ask around and verify why this was set up in this way. :)

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  • Thank you Nora! Very interested in hearing more ;) 

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  • This little glitch could be a total deal-breaker for companies that get any kind of volume of web leads ... It would artificially "rack up records", quite fast!

    Let's say my team and I get a 100 leads a day, converting 25 of them after an average of 1 contact, 1 organization, 5 emails, and 2 phone calls(notes), and 3 tasks, and 2 tasks  . Even if I delete every single one that we don't convert, that is a total of 14 "records" per user. 

     25x14x365 = 127,750 "un-deleteable" records in just one year! 

    In 4 years you would max out your enterprise platform. 

    Then what?

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  • Hi Community!

    Thanks for your patience.

    It seems that Leads are not able to be deleted at this time in order to avoid losing historical data of the Lead being converted. I brought up the concerns mentioned above to our team, including the Leads counting towards record limit and this is now something that is being reviewed for possible changes in the future.

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  • Hey Nora, thanks for keeping this on your radar, and for taking it to your team -- Much appreciated. That says a lot about the way you run your program. 

    Please do keep us in the loop about this. 

    All the best, 

    -Will 

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  • Of course, Will.

    I'll make sure to keep you all posted on this. :)

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  • =P

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  • Hello everyone - You can now delete converted leads in Insightly. Thank you for waiting on this!

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  • Hello - is it possible to reopen/de-convert a Lead? I have about 150 Leads that I converted to Opportunities that I need to convert "back" to Leads. Please advise the best/most efficient way to accomplish this. Thank you, and I hope everyone is having a great day!!

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  • Hi David,

    Unfortunately, an Opportunity to can not be converted back to a Lead. A workaround other users have shared is to export those Opportunities and import them as a new record for Leads.

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  • Thank you for taking care of this. I for one am very pleased :p

     

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  • Thank you, Nora.

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