/
No Sale / Do Not Contact

No Sale / Do Not Contact

Owned by Rebecca Kornblum
Last updated: Aug 03, 2024
3 min read

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. 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.png

     

  3. Select a lead. In this example, the first lead (Mae Roberts) in the 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

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 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

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



     

Related content