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Rebecca Kornblum

Rebecca Kornblum

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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

  1. Click New Lead in the Menu Panel in inFlow.

    image-20240731-212530.pngImage Removed

    inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.pngImage Added

     

  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.

    image-20240725-190602.pngImage Added

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

    image-20240731-213427.png

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

    image-20240731-214133.png

  5. Select No Sale or Do Not Contact.

    image-20240731-222917.png

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  1. The No Sale popup window opens.

    image-20240731-223038.png

  2. Select a reason from the Reason drop-down dropdown list.

    image-20240731-223351.png

  3. Click Update to save. In this example, Not Interested has been selected as the reason.

    image-20240731-223446.png

  4. A green popup notification opens confirming the status and activity are updated. The Activity field now lists Not Interested.

    image-20240731-224406.png

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