Searching for A Cancelled Lead
- Mike Elberts (Unlicensed)
- Derek Mannino (Unlicensed)
Owned by Mike Elberts (Unlicensed)
How to search for a lead that has been cancelled or closed in CallPotential
Table of Contents
1. Expand the Accordion View
Click on the Open button on the top of the accordion view.
2. Click the Search button
Click the little magnifying glass at the top right corner of the accordion view.
3. Set the Correct Search Parameters
First, select the correct location from the first dropdown menu. Then, make sure the type is set to Leads. Finally, Check the box for the "Include Inactive" field.
4. Search for the cancelled lead
Type in the leads phone number, unit, or customer name in the appropriate fields above and click the Search button.
5. Open the lead's card
Click the "Cancelled" next to the leads name under the Status column.
6. Eureka!
You have located and opened this cancelled lead's card!