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.
Try decrease their score.
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.
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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