How to mark a lead object as closed/converted when deal is closed won?

[awcw]

I don't see a way to close out a lead object when the deal associated with that lead o next is closed won. How can I close out the lead object associated with the closed won deal so my sales team doesn't have a bunch of "qualified" leads that are actually finished and no longer need attention? This is especially important because we often have repeat customers who will have new leads created and I want to make sure the team knows when a lead onexjt is done. Ang help is appreciated. 

[karstenkoehler · Accepted solution]

Hi @awcw,

This could be achieved with a lead based workflow 🙂

You would enroll leads based on their association to a deal that is closed, them use the 'Edit record' workflow action to update the lead stage.

Have a look / give it a try and let me know if and where you're getting stuck.

Best regards!

[awcw]

Thanks for this! I don’t see that option in the lead workflow edit record
action, however. What should I be looking for?

Warmly,
Andrea

--

*Andrea Wilson (she/her)*

Operations Assoc. M-F, Pacific Time

[karstenkoehler]

@awcw what do you see when you click the + sign below the enrollment box? Can you please share a screenshot of where you're getting stuck?