Skip to end of banner
Go to start of banner

No Sale / Do Not Contact

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 6 Next »

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.

    image-20240727-000659.png

     

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

    image-20240731-212530.png

     

  3. Select a lead. In this example, we have selected the first lead (Mae Roberts) in the Record List Panel.

    image-20240731-213427.png

  4. Click the No Sale / DNC icon on the Action Tools toolbar.

    image-20240731-214133.png

  5. Select No Sale or Do Not Contact.

    image-20240731-222917.png

No Sale

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

  1. The No Sale popup window opens.

    image-20240731-223038.png

  2. Select a reason from the Reason drop-down 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

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.

    image-20240731-223907.png

  2. Select a reason from the Reason dropdown list.

    image-20240731-224006.png

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

    image-20240731-224055.png

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

    image-20240731-224249.png


  • No labels