Win a lead or close it as lost
A lead ends won or lost. When it is won, its company becomes a customer, and you can write orders and invoices for it.
On iPhone and iPad
- 01Open the lead.
- 02If it worked out, tap Mark as won. The company is now a customer; ord1nary does not ask again.
- 03If it did not, tap the row with the stages in the record and choose Lost… under Change stage.
- 04Give a short reason under Reason for loss and tap the checkmark at the top right.
On the Mac
- 01Open the lead in Leads.
- 02Click Mark as won at the top, or click Close in the stage path and choose Won or Lost …
- 03For Lost …, enter a Reason for loss.
Good to know
- The stages are New, In progress and the close with Won or Lost.
- A quote alone never makes anyone a customer - winning the lead does.
- Further attempts with the same company appear in the lead among the company’s other leads, and in the customer record under Leads.
Common problems
- I tapped Mark as won by mistake.
- While the customer has no documents or shifts yet, open them and choose Undo win in the ⋮ menu.
- I cannot set the lead to lost.
- ord1nary needs a short reason for Lost. Fill in Reason for loss.
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More questions
Write to us by email. Please tell us the name of your company and which device you use.