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.

Did this answer your question?