20
Canceling vs. Archiving
Archiving a lead in Entrata does not close the lead in your Entrata-integrated software. If you want to close a lead in your Entrata-integrated software, you need to cancel the lead rather than archive it.
Canceling a Lead
If a lead is no longer interested in your property, you can remove their records from your Entrata environment.
Once the lease is generated, you must cancel the lease itself before you can cancel the lead. For help canceling leases, see Canceling a Lease.
-
In Entrata, go to Leads >> All Leads.
-
If your property splits the Leads tab into a Leads tab and an Applicants tab, go to Applicants >> All Applicants instead.
-
-
Click the name of the lead you want to cancel to open their Lead Profile.
-
If you need help finding a lead, you can use the Search bar in the top-right corner or access the filter by clicking the filter icon on the sidebar
-
From the All Leads page, you can cancel or archive leads in bulk by selecting the checkboxes next to multiple leads, and then clicking Cancel Lead(s) or Archive Lead(s) at the top of the page.
-
-
In the Lead Profile, click the More Actions drop-down and select Cancel Lead to open the Cancel Lead window.
-
In the Cancel Lead window, select a Reason for Canceling from the drop-down menu.
-
Enter any Notes relevant to the decision to cancel, and then click Cancel Lead.
-
You can reopen a canceled lead at any time. For more information, see Reopening a Canceled Lead.
-
Video: Canceling a Lead
Watch this brief video to learn how to cancel a lead.
Have more questions?
