...
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
Click inFlow from the inFlow tab drop-down list.
New Lead in the Menu Panel in inFlow.
Click on a new lead.
Select a lead. In this example, we have selected the first lead (Mae Roberts) in the Record List Panel.
Click the No Sale / DNC icon on the Action Tools bartoolbar.
Select No Sale or Do Not Contact.
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 The Activity field now lists Not Interested.)
Do
...
No Contact (DNC)
Select Do Not Contact to change the status and activity to Do Not Contact.
The Do Not Contact popup window opens.
Select a reason from the Reason drop-down dropdown list.
Click Update to save. In this example, Do Not Contact Requested has been selected as the reason.
A green popup notification opens confirming the status and activity are updated. (Note that the The Activity field now lists Do Not Contact Requested.)
