Lose a Lead Guide | Scribe

    Lose a Lead Guide

    • EleadcrmEleadcrm
    1
    Click "Complete"
    2
    Notate the file on reason for losing. Bought elsewhere, not in market, cant obtain financing, etc. Put next task date for a few days out.
    3
    Click "Complete Activity"
    4
    Click Sales Status dropdown menu. Select Directors View