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

1. Click inFlow 2.0 from the inFlow dropdown list.
   

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2. 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.
   

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3. Select a lead. In this example, the first lead (Mae Roberts) in the New Lead list is selected.
   

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4. Click the No Sale / DNC icon on the Action Tools toolbar in the Record Details Panel that opens for the selected lead.
   

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5. Select No Sale or Do Not Contact.
   

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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 dropdown 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. The Activity field now lists Not Interested.
   

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Do No 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 dropdown 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. The Activity field now lists Do Not Contact Requested.
   

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