How to move a lead from New to Confirmed

Quick answer

Use this article when you need help with how to move a lead from new to confirmed in BigHelpers CRM, the client portal, or a BigHelpers service.

When to use this

Use this when you want a simple answer before raising a support ticket.

Steps

1. Login to BigHelpers CRM or the client portal from your mobile or computer.
2. Open the page or record connected with this question.
3. Check the visible details such as customer name, invoice number, payment status, website URL, or message status.
4. Try the action once more after refreshing the page.
5. If it still does not work, raise a ticket and attach a screenshot.

Screenshots

Add a mobile screenshot of the page, invoice, customer record, error, or website screen when raising a ticket.

Common problems

- Wrong account or record selected
- Missing screenshot or invoice number
- Old browser cache on mobile

- How to contact support
- I cannot login
- Create a support ticket with the right details

Still need help?

Use the Raise a Ticket button and choose a simple reason like "My login is not working", "My invoice is wrong", "My WhatsApp message is not going", "I need help setting up my CRM", "I want to change my plan", or "My website is down".