Configuring Auto-Acceptance for Leads

Administrative Permission Required

Administrative permission is required to access the portal settings. For more information, contact your supplier's point of contact.

To improve efficiency, you can configure your portal to automatically accept leads for you. This allows the leads to immediately be passed on to other systems, such as your CRM, without requiring any manual intervention. 

Notes

• Auto-Accept should ONLY be used for partners with CRM connections.
• When leads are auto-accepted, Lead Notification emails are not sent.

1. Navigate to > Settings.
2. Select Lead Management in the left-hand sidebar.
3. Go to the Auto-Accept area.
4. Check the box against any suppliers whose leads you want to accept automatically.