Mark Someone as Not Interested
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When someone is not interested in joining, mark this person as Not Interested. The lead’s information will stay in InTouch, but will be taken off the call and email follow-‐up schedule. You will also be asked to select a reason why this person isn’t interested – this allows Managers to run reports as to why potential leads are not joining your club.
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any appropriate notes
- Click Not Interested
Return a Lead to Interested Status
All Not Interested leads can be found under the Leads Tab > Memberships > Not Interested.
If someone comes back and decides they are interested again:
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