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 assign a cancelled status to a Lead. 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. Note: System administrators will see another option in this dropdown, Delete. Upon clicking Delete, a confirmation window will appear and if Yes, delete Lead is selected, the Lead will be permanently deleted from the system. This will completely remove the Lead from CallPotential and, depending on your management software, from that as well. Since the Lead is completely removed from CallPotential, it will not affect your conversion rates.
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. Entering information here is important as it will reflect in the Competitors Report.
(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 you've selected a reason.
(G) Save - Click to save changes to the Lead's record. Note: A cancelled Lead will be removed from your Follow-up events.
