You have the ability to close a record - indicating that your organization no longer intends on working with this person towards certification or volunteer engagement.
Instructions to close a record
Step 1: Login to the portal, go to Leads > Ready Now Leads or Leads > Volunteer Leads
Step 2: Click on the lead’s name in the table to access all details for that record
For Foster Leads - Step 3: Go to the Lead Timeline at the bottom left of the foster lead details page. Scroll to the bottom of the timeline and enter either 1) Inquiry Closed Date or 2) Withdrawal Date.
You would use "Inquiry Closed Date" if your organization determined you no longer wanted to certify this lead.
You would use "Withdrawal Date" if the inquirer asked to stop the certification process and withdrew altogether.
For Volunteer Leads - Step 3: Go to the Org Assignments grid at the bottom of the volunteer lead details page. Click "Edit" and then enter an "Inquiry Closed Date".
You would use "Inquiry Closed Date" if your organization determined you no longer wanted to work with this volunteer lead.
Step 4: Click "submit" or "save changes"
Note: Taking this "close" action on either Foster or Volunteer records will move it to the CLOSED tab, but will not remove it from your organization's portal view.
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