Hi colleagues,
I am trying to build a workflow with branches that will remove a lead if the criteria are met, but I do not see such an option to choose in a workflow. Any ideas?
I created a workflow where is there was no activities more than 90 days - the email notification to contact owner is sent and after a delay contact owner is cleared. Then I created a branch as you see below - to check after delay if still no activity - I want to remove this lead completely but see only an option to remove a contact that I do not want. Any option to remove a lead?
Hi @ISmolin,
The only record type that can be deleted using a default workflow action, as far as I know, is the contact record. There isn’t a workflow action for other objects.
If you want to do this from a workflow, you’d have to approach this with a custom code workflow action and the API.
Alternatively, send a notification to an admin to delete manually.
Best regards!
Thank you @karstenkoehler yes, it can be an option, taking into consideration I’m a CRM admin and a person responsible for digital leadgen meaning LinkedIn/ email being the jack of all trades ;D
Hi @ISmolin
By remove do you mean delete from the system?
That only works for contacts as far as I know. I would also question the general idea of deleting leads instead of marking them as lost, as this removes valuable insights:
- Are you creating too many leads
- Are you creating them to early
- Why are they not being follow up
Frank
Hi @franksteiner79 Yes, I do create many leads, and if no activity more than 90 days I believe it is an indicator you are not taking care as DBM/ AE of the lead and before that BDM and AE get notified and there are delays (overall) almost week to plan the task and log it or do any action (call/ email) to make this lead not eligible for removing.
You keep the data on a contact level so not a big deal removing a lead 
