How to Close a Lead

If a leadClosedA potential customer not yet associated with a quote, job, or invoice. is unsuccessful, archive it so that you can keep records of unsuccessful leads.

A screenshot of a lead being archived.

To close a lead:

  1. Go to Leads A screenshot of a schedule icon with a grey calendar icon and an arrow. > Open Leads.
  2. Click Options. Alternatively, right-click the lead.
  3. Click Archive.
  4. Select an Archive Reason.
  5. Click Archive.

The lead now appears under Closed / Archived Leads.