RE: How to close a lead by circulent
circulent
Wed Jul 26 13:14:03 CDT 2006
Wow. Great. That was easy. Thanks.
One other thing. Once we close a lead, what's a good way to ensure that
another sales person doesn't create a lead with the same company? Thanks
"Jo Savidge" wrote:
> A view exists called "Closed Leads" which will display all of the closed
> leads, you could sort this view via status to view only disqualified leads.
> Alternatively you could do an advanced find to only display disqualifed leads
> and save this as a new "disqualified leads" view.
>
> To re-open a lead once closed, you need to find the lead, open the lead and
> then from the actions menu, you need to click on "reactivate lead".
>
> Jo Savidge
>
> "circulent" wrote:
>
> > Great. Thanks. Now is there a way to browse all previously closed leads? And
> > perhaps re-open them?
> >
> > "Jo Savidge" wrote:
> >
> > > To close a lead you need to click on "convert lead" but instead of converting
> > > it you disqualfy it, which then closes the lead.
> > >
> > > Jo Savidge
> > >
> > > "circulent" wrote:
> > >
> > > > Is there a way to close a lead if it's not qualified? I know you can do this
> > > > for an opportunity though.
> > > >
> > > > Thanks