Access the View Lead Page
- From the Ubersmith Dashboard, click Sales.

The Sales Manager Dashboard appears. - From the Sales Manager Dashboard, click View Leads.

The Leads page appears. - Click the ID link of the lead you want to manage.

The View Lead page appears.
Editing Leads
- Access the View Lead page.
- From the View Lead page, click Edit Lead.

The Edit Lead page appears. Make any necessary updates.
- Click Save.

Deactivating Leads
If you deactivate a lead, you will remove that lead from the Leads page, but any associated opportunities will remain.
- Access the View Lead page.
- From the View Lead page, click Deactivate Lead.

The Deactivate Client page appears. - Click Deactivate Client.

Reactivating Leads
- Either search for the deactivated lead through the Search section or the Sales Dashboard, Open Opportunities section.

- Click on the lead’s name.

The View Client page appears. - Click Reactivate Client.

The Reactivate Client page appears. - Click Reactivate Client.

The View Lead page appears.
Converting Leads to Clients
You can convert a lead to a client at any time, either manually or automatically. When a service is sold, the Order Manager automatically converts a lead to a client when the order’s Provision Client order action is run. The steps below explain how to do this manually.
- Access the View Lead page.
- Click Edit Lead.

The Edit Lead page appears. - From the Account Info tab, in the Status field, select Active.
- Click Save.
