Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access & Selection
- (A) Status dropdown - From inside the Lead card, click the Status dropdown to access available status options.
- (B) Cancelled - From the list of available options, select Cancelled.
Reason & Competitor
- (C) Reason dropdown - Click to access and select a reason why the Lead will be cancelled.
- (D) Competitor dropdown (optional) - If you learn the Lead did rent from another facility, click the dropdown to access and select the competitor.
- (E) Notes (optional) - Add explanatory notes regarding why the Lead was cancelled.
- (F) Confirm - Click to close the Cancel Lead window.
- (G) Save - Click to save changes to the Lead's record.
