Closing a Lead

To Close a Lead:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on the "Open" link for that Lead.
  3. Click on the "Close Lead" button.

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

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