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Click inFlow 2.0 from the inFlow dropdown list.
Select a lead status from the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.
Select a lead. In this example, we have selected the first lead (Mae Roberts) in the Record List Panel New Lead list is selected.
Click the No Sale / DNC icon on the Action Tools toolbar in the Record Details Panel that opens for the selected lead.
Select No Sale or Do Not Contact.
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The No Sale popup window opens.
Select a reason from the Reason drop-down dropdown 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. The Activity field now lists Not Interested.
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