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

     

  2. Click on a new lead.

     

  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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  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 Requested 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 Requested.)