Feature Update Tutorial | ScoreCEO Credit Repair CRM

We’ve improved the “New Leads” widget in your ScoreCEO dashboard! Now, leads marked as “Lost” will automatically be excluded from your New Leads count—helping you focus on active opportunities and clean up your sales cycle.

This tutorial shows you exactly how to mark a lead as "Lost" and why it matters for your lead management process.


? Why This Enhancement Matters:

Inaccurate lead counts create confusion. By excluding lost leads, this update helps you:

  • Get a true snapshot of active new leads

  • Keep your sales cycle widget clean and updated

  • Focus your team’s energy on converting real prospects

? Step-by-Step Instructions

Step 1:
Log in to your ScoreCEO portal:
? https://beta.scoreceo.com/rightcredit

Step 2:
Click "Leads / Consumers" to view your leads list.

Step 3:
In your Sales Cycle widget, click on the "New Leads" count to see the active new leads.

Step 4:
Click the name of the lead you'd like to assign as lost.

Step 5:
In the first dropdown menu, "New Lead"
(Note: this menu may have a different label if your workflow is customized.)


Step 6:
Click the checkbox for "Lost Sale" and select a Lost Reason from the dropdown list.



Step 7:
Click "Update" or "Update and Continue" to save the change.

Step 8:
Return to the Sales Cycle widget—you’ll see that the lead is no longer counted as a "New Lead," keeping your pipeline accurate.



Step 9:
To view All lost leads, simply use the filters function in Leads / Consumers. Under Status you will find all Lost Sales.


? Pro Tip:

Use this feature weekly to clean out stale leads and keep your team focused on leads that are still in the running.

? Need Help?

Reach out to our support team or visit ? https://scoreceo.com for assistance.

? Want More Tutorials?

Subscribe to our YouTube channel for CRM tips, credit repair automation, and sales workflow training using ScoreCEO!