This article explains how to cancel or deny a prospect's application, and how to re-activate the application if circumstances change.
To cancel a prospect's application
To cancel a prospect's application, click the Cancel button next to the prospect's status.
A popup appears.
Enter a date and a Reason for Cancellation.
Note: To set up reasons for cancellation, go to Admin > Toolbox > Custom Lists and select the Prospect Reasons tab.
Click Confirm.
The prospect's status changes to Canceled by Manager.
To deny a prospect's application
Denying a prospect is similar to canceling a prospect.
Click the Deny button next to the prospect's status.
A popup appears.
Enter a date and a Reason for Denial.
Note: To set up reasons for denial, go to Admin > Toolbox > Custom Lists and select the Prospect Reasons tab. The reasons for denial can be different from the reasons for cancellation.
The prospect's status changes to Denied.
To re-apply a prospect
After canceling or denying a prospect, if circumstances change, you can re-activate their application.
Click the Re-Apply button next to their status.
A popup appears.
Enter the date and click Confirm.
The prospect's status changes back to Applied.
Report Options
You can review Denied Prospects by navigating to Tenants > Prospects > Filter for Status of Denied.