Check-ins allow an organization to welcome a new company and build rapport. Check-ins additionally assess what is going well for a company, what needs improvement, and how the organization can help. In some cases, a company may decline these check-ins. When that is the case, Kube allows you to mark a check-in task declined and add a reason with comments. By default, Kube does not come with decline reasons. Decline reasons must be created to match the organization's needs.
This article describes adding check-in decline reasons.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
Adding a check-in decline reason
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and select the CRM tab. The User & Company Types menu appears.
Select the Check-In Decline Reasons tab. Click Add.
Complete the Name field.
Click Save.
NOTE: Once a decline reason is used, the decline reason cannot be edited or archived.