Installation Company ERP / CRM


How to Mark a Lead as Sold

  1. Firstly, click on the menu and click on Leads, ‘Live Leads’, find the customer you are after. 1. Alternatively type their Lead number in the search bar at the top of the page. If you have a follow up set for today, you can click the edit icon on your dashboard.
  2. Once the lead page loads, scroll to the bottom of the page and on the right-hand side you will find a ‘Mark as Sold’ box, click here.
  3. Currently the lead will stay in live leads and the Contract will be held in Sales to Confirm until you have checked the information and confirm all the relevant documents are attached and you are ready to progress.

Did This Answer Your Question?

If not, try searching for another article below…

See what Joe thinks about Business Pilot

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.