How to Close a Lead

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

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Archive / Delete Leads

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Create a Lead

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. Learn more in How to Use Archive Reasons.
  5. Click Archive.

The lead now appears under Closed / Archived Leads.

For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.