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Open the Lead Record (just like double clicking on the lead)
Change the salesperson the lead is assigned to (managers can use this function to re-assign leads to salespeople that will actually work the lead… the fire icon (along with the last activity date helps managers identify leads that are not being handled in a timely fashion so they can re-assign them to a different salesperson).
Start a Project for This Lead - This will start a project for the Leads' Company Location and when saved, attach the contact and the lead record to the project. In most cases, this will remove the lead from open leads. Users can choose to track a lead all the way to booking as an order by checking the "Projects" checkbox from the Leads pop-out panel.
If you are a salesperson and manage other salespeople, you can choose to show managed leads (with yours included) or see just yours by unchecking the "Managed" menu item on the Leads pop-outpanel.
You can place leads on hold - Putting a Lead on hold lets you put the lead aside for a later date so your active list stays accurate with only those leads that are looking NOW. When you click the Place Lead on Hold a window will pop-up that will ask you for a reason for placing on hold and a reactivation date (the date the lead will automatically come back to your active list. Since leads placed on hold do not show up in your active open leads list, you can view them by clicking on the "On Hold" menu item in the Grid Functions menu.
You can reactivate a lead on hold manually by checking the "On Hold" checkbox on the Leads pop-out panel, then right clicking on the appropriate lead record and choosing "View Leads Hold Information" and clicking the "Reactivate Now" button.
You can Cancel Open Lead(s) - Keeping this list of leads is one of the most important things a salesperson can do for themselves and for the company, so Leads that are not going to go anywhere should be cancelled as soon as that is known. By cancelling an open lead, you give your company information about why the lead did not turn into a project or an order. Your company can analyze this data and adjust accordingly, especially when you choose a reason that has been predefined by your administrator from the drop down list box. You may also be able to type in this box for reasons not matching anything in the list (if your administrator allows it), however if you do this, it will be much harder for your company to analyze the data by compiling percentages of reasons for cancelling.
