Closing items on your home screen will ensure you're on top of matters and helps in reflecting accurate reporting numbers.

CRM items that appear on your home screen can come from:

1. Appointments scheduled for you
2. Lead sources:
   1. Web form submissions
   2. Social media feeds

Closing scheduled appointments

1. Click the item from your home screen
2. Expand the case entry by clicking the arrow 
3. Click the update button for the case item
4. Set the status to closed
5. Click Update

Closing Lead Sources

1. Click the item from your home screen
2. Click the update button
   
3. Set the status to closed
4. Click Update