Should I delete Leads that I have moved to an Opportunity?

No, we do not recommend deleting Leads that have been moved to an Opportunity as their contact information and details still remain a vital part of the potential project. If you wish to remove Leads that have moved to an Opportunity from view within your Lead Pipeline, we recommend creating a custom Lead Stage that you can set for Leads that have moved to Opportunities and marking the respective Leads with that Stage. Once you've done this, you can filter your Leads by any other desired Stage without having to sift through for Leads that have been moved to potential projects! 

Click here for more frequently asked questions (FAQs) regarding Leads & Lead Tracking.