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Closing Leads

How to close a lead

Written by Clive

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.


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A Change Status modal will load, requesting confirmation of the close,  select Yes is you would still like to close the lead
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The lead will be removed from the list of open/active leads


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Continue to next article:

Archiving a Lead


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Related Article/s:

Viewing Closed Leads


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