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.
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    • Optional: Enter a reason for closing the lead.
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  3. Select OK.

Did you know

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. 

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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. 

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