owner-PC\Derek
Default description
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1. Expand the Accordion View
Click "Open" on the accordion view to expand it.
2. Click the Search Button
Click the little magnifying glass in the top right corner of the accordion view to initiate a search.
3. Search for the lead
Set the appropriate fields, including location name, type (lead or customer), and the lead's name, unit, or phone number. Then, click the Search button.
4. Open the Lead card
Click the "Open" link next to the lead's name in the search field underneath the Status column.
5. Change the Status to Closed
At the top right corner of the card, click the dropdown next to the "Status" field, and select "Closed" to indicate that the sale has been closed for this lead.
6. Follow the Prompts
Click OK to changing the status to Closed.
7. Success!
The Lead Status has been updated successfully from Active to Closed.
NOTE: Keep in mind, once you mark a lead as closed you WILL NOT be able to mark them as any other status. The changes are final.