This guide explains how to add a new Cancellation Reason. When canceling Leads, users are prompted to select a reason from a list for canceling a Lead. 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: 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 the property management software your company uses, this information may populate automatically. However, there may be rare instances when it needs 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 defaults to blank but remains 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 canceling 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.