Setup for Success
Nurture pulls leads from your CRM each day going back 30 days in order to update audiences and make sure to surface all leads interacting with nurture.
It's important to have an mechanism in place to automatically inactivate leads after a certain period of time. This way when the lead begins shopping again, you are aware and can act swiftly. eLead CRM has a setting which labels leads after specified number of days to a status of your choosing.
The optimal configuration for this setting for customers using our CRM mining and email solution, Nurture, is 45 days. To make these adjustments inside your eLead CRM, follow the steps below:
Step 1 : Click on Admin
Step 2 : CRM Setup
Step 3 : Management Escalation
Step 4: Check Active next to “Automatically Change Status to Inactive”
Step 5: Choose number of days after last contact to change status (45 days)
Step 6: Choose status to be changed to inactivity cleanup