Remove Lead Status
We've all been there. Removing a Lead is like removing money from your wallet, we understand! However, we've made it simple and quick so you can get onto growing more promising leads.
Note: Removing a Lead simply removes their "Lead" status and they become a regular Client; all their data remains (booked Events, etc.)
- In the sidebar, click on Leads
- Select the Lead you wish to remove
- Click the Edit button
- In the bottom left of the panel, select Convert to Client
- Click Save
This Lead is now just a regular Client.