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No Sale / Do Not Contact

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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 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.

No Sale

Select No Sale to change the status and activity to No Sale.

  1. The No Sale popup window opens.

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

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

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


Do Not Contact (DNC)

Select Do Not Contact to change the status and activity to Do Not Contact.

  1. The Do Not Contact popup window opens.

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

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

  4. A green popup notification opens confirming the status and activity are updated. (Note that the Activity field now lists Do Not Contact Requested.)

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