Close a lead

Created a lead that hasn't been converted to a matter? Learn how you can close a lead in Smokeball.

  1. Open the lead, then double-click on Info under Lead Details.
  2. In the Lead tab, choose Closed from the Status drop-down menu.
    • Optional: Enter a reason for closing the lead.
  3. Select OK.

It is also possible to close a lead by selecting the Open button in the lead header and choosing Closed from the drop-down menu. 


Delete a lead

If a lead was created by accident, you can delete the lead by selecting File from the top-left corner of the lead and then selecting Delete.

When a lead is deleted, it is not permanently deleted from Smokeball. View deleted leads by selecting the filter on the top-right corner of the Matter View.

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