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