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; miphu does not ask again.
- 03If it did not, tap Edit, choose Lost under Status and give a short reason under Why was it lost?.
- 04Tap 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 under More leads with %@ 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.
- miphu needs a short reason for Lost. Fill in Why was it lost?.
Related articles
More questions
Write to us by email. Please tell us the name of your company and which device you use.