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Not Interested Leads
This section explains how to mark a lead as Not Interested to stop the automated call, email and text communication cycle.
Mark a Lead as Not Interested
When someone is not interested in joining, you 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.
- Find the lead that is not interested and click on his/her name to open their Contact information (Note: This can be done from the Follow-Up box as well)
- Click the Not Interested button
- Use the drop down box to select a Reason and enter 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:
- Find the lead and click on his/her name
- Under the Lead Options, click Interested