Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web ClientCallPotential's web version as an Administrator to access the Settings icon and edit Cancellation reasons.
When a Lead record is cancelled in the system, additional information is required. This information is included in the Cancellation Reasons Report. This allows system administrators to see at a high level why Leads are being cancelled. The purpose of this guide is to explain how to update those reasons.
Access
- (A) Settingsicon - Click to access all available administrative settings.
- (B) Cancellation Reasons - Click to access the full list of Cancellation reasons and edit a reason. Click here to learn how to cancel a Lead.
- (C) Edit icon - Click the specific Cancellation reason you wish to edit. Note: Only client-created reasons can be edited.
Edit Reason
- (D) API Type dropdown - Click the dropdown to edit the selected API option from the list.
- (E) API ID - Click to edit the identification that corresponds to the specific API Type. If “Other” was selected as API Type, this field will be disabled.
- (F)Description - Enter what will appear as available for user selection. This description will appear in the Cancellation Reasons Report. Click here to learn more about this report.
Save Edits
- (G) Update - Click to update changes made and return to the list of existing Cancellation reasons.
- (H)Cancel - Click to discard any edits made and return to the list of existing Cancellation reasons.
