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How do I change a lead's close date?

Open the lead and press Change Close Date on the toolbar: give the new Close Date and the Reason, Save. A Request Change Lead Close Date is created; the lead's Close Date changes at once, or on approval where an approval is set up.

Screen
Customer Relationship Management › Relation › Lead
Who
The lead's owner
Takes effect
On save of the request, or on its approval
Needs first
A saved lead that is not won

Steps​

  1. Open the Lead and press Change Close Date.
  2. Pick the new Close Date and type the Reason, for example "Customer board meets in December".
  3. Save. The message is "Your Change Date request has been submitted successfully".

Check it worked​

  • The lead's Close Date shows the new date (after approval, where there is one).
  • The Request Change Lead Close Date keeps the old date, the new date and the reason.

If something looks wrong​

  • "The new close date cannot be earlier than the lead date." Pick a date on or after the Start Date.
  • "This lead is won and is locked. Its close date cannot be changed." A won lead's close date is its won date.