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Closing Leads

How to close a lead

Clive avatar
Written by Clive
Updated over a week ago

When a consultant has completed working with a lead and they discover that the lead is no longer "worth" pursuing, they can close the lead.

Step 1.

Select the lead, then select Actions > Close

Step 2.


A Change Status modal will load, requesting confirmation of the close,  select Yes is you would still like to close the lead


The lead will be removed from the list of open/active leads


Continue to next article:

Archiving a Lead


Related Article/s:

Viewing Closed Leads


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