Sometimes you will need to cancel a Lead due to factors like being unable to get in contact with them or they find storage elsewhere. This guide explains how to cancel a Lead from the system. Cancelled Leads get removed from any further Follow-up events.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Access & Selection
(A) Status - From inside the Lead card, click the dropdown to access the available options and select (B) Cancelled.
Reason & Competitor
(C) Reason - Click to access available reasons and select why the Lead will be cancelled. Information you enter here will reflect in the Cancellation Reasons Report.
(D) Competitor (optional) - If you learn the Lead did rent somewhere else, click the dropdown to access and select where they rented from.
(E) Notes (optional) - Add explanatory notes regarding why the Lead was cancelled.
(F) Confirm - Click to confirm the information entered and close the Cancel Lead window. Note: This becomes enabled after a reason has been selected.
(G) Save - Click to save changes to the Lead's record. Note: A cancelled Lead will be removed from your Follow-up events.
