Record a Lead Outcome or Reopen It
Use the controlled actions in the Lead Focus Workspace so the relationship, pending follow-ups and linked work remain traceable.
Choose the commercial action that actually happened
Section titled “Choose the commercial action that actually happened”Open the lead and choose Commercial action:
- Create customer profile links a new or matched customer and keeps the lead open.
- Book consultation links the customer and appointment and keeps the lead open.
- Create draft estimate links a draft Estimate and keeps the lead open.
- Mark as won records a confirmed outcome and closes the lead.
Review possible customer matches before creating another profile. Yepsta does not overwrite an existing customer’s master data or automatically merge possible duplicates.
Mark a lead won
Section titled “Mark a lead won”Choose Mark as won, select how the work was won and enter a meaningful reason. Yepsta retains the linked customer and commercial records and cancels pending follow-ups. Supported Proposal, Estimate or Project progression can also close a linked lead after the relevant verified outcome.
Mark a lead lost
Section titled “Mark a lead lost”- Choose Mark as lost.
- Select the real reason.
- Add optional context that will help later review.
- Confirm the outcome.
Pending follow-ups are cancelled and retained in history. The reason remains available in Lead Reports.
Reopen a lead
Section titled “Reopen a lead”Choose Reopen lead, select any valid active pipeline stage and enter the required reason. Reopening preserves the prior outcome and every linked customer, appointment, Proposal, Estimate or Project. Review those links before creating more records.
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