Overview - Closing a Lead

Overview - Closing a Lead

The following Support Guides provide instructions and role management options for closing the lead. 



  1. How To Close a Lead as Lost
  2. How To Close a Lead as Won
  3. Schedule a Close Lead Follow Up
  4. How to Bulk Manage Leads (Bulk Allocating or Bulk Close)
  5. Role Management - Close Won Permission
  6. Role Management - Close Won Notification
  7. Role Management - Close Won Validation
  8. Role Management - Close Lost Notification
  9. Role Management - Close Lost Mandatory  Fields
  10. Role Management - Mark Listing As Sold On Close Won

    • Related Articles

    • How To Close A Lead As Lost

      If you have worked a lead as much as possible and are unable to convert to a sale you can select 'Close Lost' to close your lead.  The 'Close Lost' button is located in the grey action menu as pictured below.  By default any user can 'Close Lost', ...

    • How To Close A Lead As Won

      When you have converted a lead to a sale you can change the Progress to 'Sold' - which will record a sale in reporting but leave your lead open to arrange 'Delivery' or 'Follow Up'.  Once you are ready to complete work on your lead you need to mark ...

    • Complete ALL Calendar Events When Closing Leads As Won Or Lost

      When managing leads user will sometimes find themselves in a scenario when they are closing a lead as Won or Lost where they have outstanding incomplete calendar events.  In prior versions of AutoPlayAuto.com we've had the ability to 'Mark all ...

    • Schedule a Close Lost Lead Follow Up

      When setting a Lead to Close Lost, there is an option to schedule a follow up event. Populate 'Reason' and date for follow up and click OK.  The lead will close and you are returned to the Lead Dashboard. ​As with Post Sale Follow Up the Lead is ...

    • Closed Lost Reason Report

      Closed Lost Reason Report The Closed Leads Report displays the reasons why customers have not purchased from you. Using the Close Reason form that appears whenever you close a lead as lost, this report can provide insights into why your dealership is ...