Record a no-show or a lost reason

1. 01

   Step 1: Mark a no-show

   On the appointment, choose No-show. The lead gets a follow-up task.

2. 02

   Step 2: Close a lead as lost

   Choose Lost and pick a reason: price, timing, chose another firm, not eligible, or other.

3. 03

   Step 3: Add a note if useful

   Notes are internal and never shown to the person.

Written from the Casevoya product specification (CRM-03, CRM-02). Screens and wording may change before launch.