Solved

Leads -- declined clients

  • 17 April 2023
  • 3 replies
  • 41 views
J
Userlevel 1

What do people label a lead where you decline representation?  “Canceled”?  “Closed”? 

icon

Best answer by JKibler 18 April 2023, 05:52

View original

3 replies

J
Userlevel 1

I’m referring specifically to the Lead status, which offers the following options: 

Open

Closed

Pending

Canceled

 

I guess closed seems like the closest description, but it doesn’t really capture it.  Why not “declined”?  

J
Userlevel 6
Badge +1

@Jordan or “lead declined by firm”, “firm declined by lead”, canceled for lack of follow up, closed for when matter created without being converted?

B
Userlevel 2

Jordan,

I have switched between Closed and Canceled.  I would really like “DNE - Did not engage” for those that did not hire me and I like your option of “Declined” for those leads that the firm decided not to accept. 

Reply


Terms & Conditions