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Sometimes you may need to cancel a Lead due to factors like being unable to get in contact with them or finding 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
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Access & Selection
(A)Status dropdown - From inside the Lead card, click the Status dropdown to dropdown to access the available status options .and select (B) Cancelled - From the list of available options, select Cancelled.
Reason & Competitor - Note: After selecting Cancelled, you will be asked to complete the following steps.
(C) Reason dropdown Reason - Click to access available reasons and select a reason why the Lead will be cancelled. Information you enter here will reflect in the Cancellation Reasons Report.
(D)Competitor dropdown (optional) - If you learn the Lead did rent from another facilitysomewhere else, click the dropdown to access and select the competitorwhere 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 (C) Reason.
Save
(G)Save - Click to save changes to the Lead's record.
within CallPotential and, depending on your management software, within that as well.
