Accurately canceling a lead keeps follow-up workflows clean and improves reporting on lost opportunities.
Quick Start
Open the lead and change its status to Canceled.
Select a cancellation reason and add competitor details or notes if needed.
Confirm the cancellation details and save the lead.
Update the Lead Status and Enter Cancellation Details
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From the lead card, click Status (A) and select Canceled (B). After you select Canceled, complete the cancellation window.
Click Reason (C) and choose why the lead is being canceled. This information appears in the Cancellation Reasons Report.
If the lead rented somewhere else, click Competitor (D) and select the competitor. This information appears in the Competitors Report.
Enter any supporting details in Notes (E).
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Click Confirm (F) to apply the cancellation details and close the window. Confirm (F) becomes available after you select Reason (C).
Click Save (G) to save the lead in Storable CRM.