If you find it is not possible to convert a lead into a client, you can mark the lead as a lost lead.
To mark a lead as a lost lead:
- Click on Leads in the sidebar menu.
- Click on the lead you want to mark as a lost lead. Lawcus displays the Lead Details screen.
- Click on the Did not hire button (or click on Did not hire in the Quick Actions panel). Lawcus asks for confirmation.
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Type in the reason for the client not hiring your firm, or select it from the drop-down list. You can either select from the drop-down list or you can type the name of a person and press the Enter key to add it to the list.
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You can also type an optional Note.
- Finally, click on the Yes button.
Lawcus will mark the lead as a lost lead and move it out from your Intake list to the Not hired leads list.
Tip: If there is a change in circumstances you can click the Re-open link to once again add the entry back to your Intake list.
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