Sometimes you may need to cancel a Lead due to factors such as being unable to contact them or finding storage elsewhere. Follow these steps to assign a Cancelled status to a Lead. Cancelled Leads get removed from any further Follow-up events.
Access & Selection
(A) Status - From inside the Lead card, click the dropdown to access the available options and select (B) Cancelled.
Reason & Competitor
Note: After selecting Cancelled, you will be asked to complete the following steps.
(C) Reason - Click to access available reasons and select why the Lead will be cancelled. Information you enter here will reflect in the Cancellation Reasons Report.
(D) Competitor (optional) - If you learn the Lead did rent somewhere else, click the dropdown to access and select where they rented from. Entering information here is important as it will reflect in the Competitors Report.
(E) Notes (optional) - Add explanatory notes regarding why the Lead was cancelled.
(F) Confirm - Click to confirm the information entered and close the Cancel Lead window. Note: This becomes enabled after you've selected a (C) Reason.
Save
(G) Save - Click to save changes within Storable CRM and, depending on your management software, within that as well.