Content Comparison

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Description

The No Sale / Do Not Contact action tool is used to move a lead directly to the No Sale or Do Not Contact status.

Instructions

Instructions

1. Click inFlow from the inFlow tab drop-down list.
   

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2. Click on a new lead.
   

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3. Click the No Sale / DNC icon on the Action Tools bar.
   

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No Sale

Select No Sale to change the status and activity to No Sale.

1. The No Sale popup window opens.
   

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2. Select a reason from the Reason drop-down list.
   

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3. Click Update to save. In this example, Not Interested has been selected as the reason.
   

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4. A green popup notification opens confirming the status and activity are updated. (Note that the Activity field now lists Not Interested.)
   

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Do Not Contact (DNC)

Select Do Not Contact to change the status and activity to Do Not Contact.

1. The Do Not Contact popup window opens.
   

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2. Select a reason from the Reason drop-down list.
   

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3. Click Update to save. In this example, Do Not Contact has been selected as the reason.
   

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4. A green popup notification opens confirming the status and activity are updated. (Note that the Activity field now lists Do Not Contact.)
   

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