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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
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To customize Not Interested Reasons
The "Not Interested Reasons" shown in the dropdown box (above) can be created by your administrator in the Admin section.
To Add a Reason
- Click on the gray Admin tab
- Select Lead Properties
- Select Not Interested Reasons at the bottom of the page
- Select + New Not Interested Reason from the Quick Links on the left
- Enter a Name (required) and Description (optional)
- Change the Sort Order number (optional) if you would like this reason to appear in a specific place in the drop-down menu of reasons.
- Keep the Status as Show
- Click Save
To Edit or Hide a Reason
Not Interested Reasons can be hidden from available options in the drop-down menu, but cannot be deleted because they are tied to reporting.
- Highlight the Not Interested Reasons you wish to change
- Click Edit
- You can change the Description, Sort Order or click Hide if you do not want this to be an available option.