Marking an Unlinked Lead as Won or Lost

To mark an unlinked leadLeads are called 'unlinked' if they are not linked to any quotes or estimates. Linking leads to quotes/estimates provides rapid access (in both directions) between leads and related quotes/estimates. This relationship also reduces the work required to make the lead, quote or estimate into a job when the lead is 'won' (or the quote/estimate is accepted). Compare Linked lead. as won (or lost):

  1. In the Business menu, select Leads.
  2. On the Lead Manager screen, make sure the All tab is selected.
  3. Drill down on the name of the Client/Prospect for the lead that you wish to work with.
  4. Do one of the following:

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