Old Leads

[Stacks42]

My manager is concerned that I am leaving old lead records assigned to a User that has left the company and has since been deactivated. But the leads are already Qualified or Disqualified (Closed). My hesitation is to move them to the existing contact owners because that will mess up attribution and could over-inflate lead metrics for the new owners they are assigned to. Would be nice to be able to measure the number of leads that each sales rep is working on.

Anyone have any ideas or how you have handled such a thing??

Thanks.

[karstenkoehler]

Hi @Stacks42,

Are you asking because you're automatically syncing the company/contact owner into the lead and you're planning on updating the contact/company owner? https://knowledge.hubspot.com/object-settings/sync-lead-ownership-and-activities

If so, then:

"Please note: when this setting is on, users can only create leads from contacts or companies they own. Also, if a lead owner changes after a lead is set to Closed, it won't be updated automatically."

I haven't tested this, so ideally you first try in a sandbox, but as per the documentation, closed leads should stay unchanged.

If the owner sync is off, then simply leave the closed leads as they are (they should stay with the deactivated owners for reporting purposes, correct) and create new leads, when applicable, for actice users from now on.

Best regards!

[Stacks42]

No the old Lead Owner left the company and then we moved to a territory model so the contacts got reassigned based on the Territory and new Sales Reps. I elected to keep the lead owner the same for those leads as they were already closed and I wanted to accurately reflect who did the work. I currently have the contact-lead sync turned off.

I am wondering if it makes sense to keep it this way so I can determine who actually worked the lead because with the sync on it will look like the current owner actually worked way more leads than they actually did.

Boss does not like the Deactivated user beind assigned the old leads, but I explained to him that they are already closed.

Another thing also plays into this, we have BDRs as well and I like them to be able to work leads and reassign themselves as the lead owner. For example, a BDR might navigate to a contact that is owned by the Sales Rep in her territory, and she reassigns the lead to herself and works the lead. Would not want the contact owner sync on as it would be hard to quantify the number of leads that she is working over time, right?

[karstenkoehler · Accepted solution]

@Stacks42 then closed leads should 100% stay with the old deactivated owners.

If the BDRs want to work these contacts or companies again, they should create new leads but under no circumstance reopen closed leads - which would also retroactively skew reporting. Closed leads should stay closed. They're representing one attempt of qualifying a contact or company. Once an attempt is done, successfully or not, it's done. Another attempt, another lead. The same way you would never reopen a closed lost deal but create a new one.