How to add, edit or delete lead discard reasons? - Spotter V2

Discard reasons, as the name implies, are the reasons why a lead will be discarded. By default, Spotter already has some reasons for pre-defined discards, but new reasons can also be registered. 

To view or configure new reasons, follow the steps below:

1.  Using a Manager account, access the  Settings  >  Manage Defaults menu.

2.  Go to  Discard Reason

3.  To create a new discard reason click on  CREATE:

4.  To  edit just click on the pencil  icon   next to the blue switch

5.  To  enable  or  disable  a discard reason just click on the blue switch " ", when it turns gray " "  it means the item has been disabled. 

6.  To  delete  a discard reason, just click on the 3 dots and then click  delete.

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