Lead Manager - How to put a lead in Dead Deals

Learn how to dead deal a Lead in AgencyZoom's Lead Manager

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

Lost a lead and need to dead deal it? Easy!  Follow these
simple steps:

  • Go to Leads

  • Click on your lead and drag it towards the bottom of your screen.

  • You will see a red box pop-up on the bottom right of your screen. Simply place your lead on top of the red dead deal box. 

  • Select a loss reason, enter any comments and click Save.

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