Close a lead

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

Close a lead in the Smokeball Desktop App

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: Select a reason for closing the lead from the Lead Closed Reason drop-down menu.
     
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. 

Close a lead in the Smokeball Web App

1. Open the lead, then select Edit Lead on the right-hand side of the screen.
   
2. Under the Lead Details section, change the Lead Status to Closed using the drop-down menu.
   
3. Choose a Lead Closed Reason from the drop-down menu.
   
4. Select Save Lead at the bottom of the screen.

Delete a lead in the Smokeball Desktop App

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.

Delete a lead in the Smokeball Web App

To delete a lead in the Smokeball Web App:

1. Select Edit Lead from the right-hand side of the lead.
   
2. Select Delete Lead on the bottom-right corner of the screen.
   
3. Confirm deletion by selecting Delete.
   

Deleted leads are not permanently deleted from Smokeball. To view a list of deleted leads, navigate to the Leads tab and toggle on Deleted under the Lead Status section on the left menu.