In this article, you will learn how to mark leads as lost, allowing you to develop an accurate conversion rate for your business.
In Workiz, a lead is considered a potential job — not a potential customer. A lead can be used to:
Store information for a potential job
Schedule an on-site visit to make a quote for a potential job
To learn more about how to create a new lead, please see this article.
How to convert a lead into a job
If a client has decided they aren't interested in scheduling a job with your business, you can easily mark the lead as lost.
From the sidebar navigation, select Leads
Select the lead you want to mark as lost
Select Actions > Mark as lost
Tip: You can mark multiple leads as lost at the same time using bulk actions.
Once you mark a lead as lost, it will no longer appear on the Leads page. Lost leads will appear in the Leads report when filtering results by a status of Lost.
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