Accepting / Rejecting Distributed Leads

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 the portal:

• From a Lead Notification email in your inbox

  If you click on the link, and the portal T&Cs have not been accepted, you'll be directed to the portal login page to accept them. For sales reps, this will mean having to wait until someone else accepts.

• From a message in > Messages - filter the list to show Message Type of Distributed Lead if required

• From the Distributed Leads page in the portal

  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.

If you are using SalesLink CRM, all leads would push to CRM regardless of the selection for Auto-Accept.