Working Detail
Change Lead Location
Last Updated: February 25, 2026Changing a lead record from one location to another
Search for Duplicates
Last Updated: February 25, 2026Most people inquire multiple times before purchasing a product or service. These duplicate inquiries create separate records in Ynot. The Ynot system is set up to reject and stop duplicates from appearing in your account. However, there are certain scenarios a duplicate can enter into your account: •Manually added records can be pushed into the...
Resolve your Rejected leads
Last Updated: February 25, 2026A lead is Rejected when prospects being posted into Ynot do not meet your company’s criteria as a qualified prospect. This option becomes available when you are working with marketing sources that post leads into Ynot. Each Brand and Location may have different targeting methods and restrictions which can cause leads to be Rejected. The...
Exporting lists of leads
Last Updated: February 25, 2026On the Leads page, the lead export feature in Ynot allows you to create a spreadsheet of all or some of your leads whether it’s for the purpose of printing out paper leads, sharing excel files with others, or just keeping a backup. When using the Export to Excel option, it is best to filter...
Back Dating Lead Statuses
Last Updated: February 25, 2026To back date a lead status to keep reports accurate, please do the following. Select the status from the Lead Status field. Check the box “Would you like to set a date/time different from now?” Choose date and save changes
Invalid Leads and lead dispositions
Last Updated: February 25, 2026Change a valid lead to an Invalid lead with disposition reason
Activities Section
Last Updated: February 25, 2026Description of Activities section of Lead Detail record
How to use Filters
Last Updated: February 25, 2026Select a group of records based on a common criteria