Closing a Lead

Video Tip - Go to the 4:50 mark in the video below for how to do things like close a Lead.

To Close a Lead:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. Click on the "Edit Lead" button and select the "Close Lead" option.
  4. Confirm this by clicking "Close Lead Now".

Once Leads are closed, you can search for them on the Leads Main Section Overview page in the "Advanced Search" area by selecting "Closed" in the "With Status" field.

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