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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
Click inFlow from the inFlow tab drop-down list.
Click on a new lead.
Click the No Sale / DNC icon on the Action Tools bar.
No Sale
Select No Sale to change the status and activity to No Sale.
The No Sale popup window opens.
Select a reason from the Reason drop-down list.
Click Update to save. In this example, Not Interested has been selected as the reason.
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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The Do Not Contact popup window opens.
Select a reason from the Reason drop-down list.
Click Update to save. In this example, Do Not Contact has been selected as the reason.
A green popup notification opens confirming the status and activity are updated. (Note that the Activity field now lists Do Not Contact.)
