Effective lead management means focusing on the most important leads, so we've created the Close Lead function in Beami.
When a lead is closed, it's "soft archived," removing it from your active view and keeping your account clutter-free.
You can always revisit closed leads later, ensuring a clean, efficient workflow.
Out of Sight, But Not Gone: Closed leads are removed from your main Box view to keep things clutter-free. However, if you need to access them, simply search, and you'll be able to find them.
Closed leads are not visible in "Things to do" or in your Boxes.
When you close a lead, it's softly archived — meaning it disappears from your current Box view but isn’t deleted. You can always search for it and hit the Reopen button to bring it back into action.
Go to a Box Click the "Filter" button
In the filter bar, check the "Include Closed Leads" box to display only the closed leads for that box. Click "Apply".
*Click "x Clear filter" to clear all filters applied.
Auto-Re-open: If a customer responds to a closed lead, Beami automatically reopens it. You don’t miss out on any follow-ups, even after you’ve soft-archived the lead.
Manual Re-open: Need to revisit a closed lead? Just search for the lead and click the "Re-open" button. It’s that easy.
This feature helps you focus on the here and now, cleaning up your workspace, while still offering the flexibility to jump back to closed leads whenever needed.
