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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.
Access & Selection
(A)Status - From inside the Lead card, click the dropdown to access the available options and select (B)Cancelled.
Reason & Competitor - Note: After selecting Cancelled, you will be asked to
complete the following
steps.
(C) Reason - Click to access available reasons and select why the Lead will be cancelled. Information you enter here will reflect 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 (C) Reason.
Option to Delete the Lead - Note: After clicking Confirm, you have the option to permanently delete the Lead from CallPotential. System administrators can also delete Cancelled Leads from the system by selecting the Status dropdown and selecting Delete.
- (G) No, just cancel the Lead - Select this option to confirm your intention to Cancel the Lead. Cancelled Leads will be removed from your Follow-up events but remain searchable in CallPotential and your PMS.
- (H) Yes, delete Lead - Select this option to 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.
Save
Save
(G)Save - Click to save changes within CallPotential and, depending on your management software, within that as well.
