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Siebel Sales User Guide > Opportunities >
Lead Response
After you receive a lead, you can choose to accept, reject, or reroute the lead.
- Rejecting the Lead. You can reject a lead by changing the Status field to Reject in the More Info view. Enter the reason for rejecting the lead in the Reason field. The lead remains in your queue until it is reassigned by your manager.
- Rerouting the Lead. If you decide to reroute a lead by changing the Status field in the More Info form to Reroute, a Reroute activity automatically is created. Enter the reason for rerouting the lead in the Reason field. The lead remains in your queue until it is rerouted by your manager.
- Accepting the Lead. You can accept a lead by changing the Status field in the More Info form to Accept. Enter the reason for accepting the lead in the Reason field.
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Siebel Sales User Guide Published: 18 April 2003 |