Accepting a lead simply means that you intend to follow it up. You can reject a lead for a variety of reasons such as not having enough information to enable follow-up or the lead being sent to the wrong dealer.
The workflow decided by your supplier will determine where you accept or reject leads - these are options are available in ZiftONE:
- From a Lead Notification email in your inbox
- From a message in
> Messages - filter the list to show Message Type of Distributed Lead if required
- From the Distributed Leads page in ZiftONE
From the list of distributed leads, click on the name of the lead to open it, then click Accept or Reject. Both options may open a new window where you can provide feedback, explain your decision, or pass the lead on to another unit or partner.
- Directly from the CRM, if you have an integration
In addition, administrators can specify that all leads distributed from your supplier should be accepted automatically, by enabling Auto-Accept in Settings > Lead Management. For more information, see Lead Management.
Notes
- Auto-Accept should ONLY be used for partners with CRM integrations.
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If you are using SalesLink CRM, all leads would push to CRM regardless of the selection for Auto-Accept.
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