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When cancelling Leads, users are prompted to select from a list of reasons explaining why a Lead cancelled. This will will then be included in the Cancellation Reasons Report which provides administrators insight into the number and percentage of Leads lost per reason. The purpose of this guide is to explain how to edit an existing Cancellation Reason.
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 CallPotential's web
version as an Administrator to access the Settings icon and edit Cancellation reasons.
The purpose of this guide is to explain how to edit an existing Cancellation Reason. When cancelling Leads, users are prompted to select from a list of reasons explaining why a Lead cancelled. This will will then be included in the Cancellation Reasons Report which provides administrators insight into the number and percentage of Leads lost per reason.
Access
(A) Settings - Click to access all your available administrative settings.
(C) Edit - Click the specific Cancellation Reason you wish to edit. Note: Only client-created reasons can be edited.
Edit Reason - Note: Depending on which property management software your company uses, this information may automatically populate for you. However, there may be
rare instances where it may need manual adjustments.
(D) API Type - 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 in (D), 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.
