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The purpose of this guide is to explain how to add a new Cancellation Reason. When cancelling Leads, users are prompted to select from a list of reasons explaining why a Lead cancelled. This reason will then be included in the Cancellation Reasons Report which provides administrators insight into the number and percentage of Leads lost per 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 the Web Client as an Administrator to access the Settings icon and add an additional Cancellation reason.
Access
(A) Settings icon - Click to access all your available administrative settings.
(B) Cancellation Reasons - Click to access the full list of available Cancellation reasons (your Reason No Longer Needed Setup list) and the ability to create a new reason for system users to select from.
Add Reason
(C) New - Click to create a new Cancellation 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 select an option from the list. If an API option is selected, the (E) API ID field will default to blank but will be editable.
(E) API ID - Enter the identification that corresponds to the specific API Type. If “Other” was selected as (D) API Type, this field will be disabled.
(F) Description - Enter what will appear as available for user selection when cancelling a Lead.
(G) Save - Click to save the new Cancellation reason and return to your Reason No Longer Needed Setup list.
(H) Cancel - Click to discard any changes you made and return to your Reason No Longer Needed Setup list.
