Created a lead that hasn't been converted to a matter? Learn how you can close a lead in Smokeball.
To close a Lead in the Smokeball desktop app:
- Open the lead, then double-click on Info under Lead Details.
- In the Lead tab, select Closed from the Status drop-down menu.
- Optional: Select a reason for closing the lead using the Lead closed reason dropdown menu.
- Select OK.
It is also possible to close a lead by selecting the Open button in the lead header and selecting Closed from the drop-down menu.
To close a Lead in the Smokeball web app:
- Open the lead and then select the Edit Lead button.
- Under Lead Details, select Closed from the Lead Status drop-down menu.
- Select a reason from closing the lead from the Lead Closed Reason drop-down menu.
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- Select Save Lead.
Did You Know
- If you convert a lead to a matter, Smokeball will describe the Lead Status as "Closed - Won" in the Lead - Full List report.
- If you cancel a lead, it will show as Closed in Lead Insights. If you delete a lead, it will not show as closed. You can use this feature as a way to handle spam leads.