20. Lead Management Training Guide - Version 1 Home | FAQ | Full Training Guide     
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20.20 Maintain Lost Buyer Reasons (Corporate)
Purpose of application is to set up new reasons for loosing a buyer or view/update existing ones (e.g. did not qualify, bought another house) at a corporate level. Lost buyer reasons can be assigned to specific divisions (e.g. Toronto, Houston).
ON THIS PAGE
20.20.1 Reviewing/updating existing reasons for loosing a buyer
20.20.2 Setting up a new reason for loosing a buyer
20.20.1 Reviewing/updating existing reasons for loosing a buyer
Step Action
1. Open Maintain Lost Buyer Reasons (Corporate) application.
2. Select a reason for loosing a buyer from the Select An Existing Lead Type drop down list and click .
3. Review/update Lead Type Information and Division Status sections of the form.
4. When you are done, click .
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20.20.2 Setting up a new reason for loosing a buyer
Step Action
1. Open Maintain Lost Buyer Reasons (Corporate) application.
2. To set up a new reason for loosing a buyer, click .
3. Fill out Lost Buyer Reason Information and Division Status sections of the form.

FORM FAQ
Lost Buyer Reason Information
Short Description Enter a short description. This will be the unique ID used to identify the reason for loosing a buyer.
Status Select reason status (e.g. active, inactive).
Long Description Any additional information pertaining to the reason for loosing a buyer can be entered here.
Division Status
Select the divisions in which the reason should be active. By default, the reason is inactive in all divisions.
4. When you are done, click .
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Updated April 4, 2013