Print      Open PDF Version of Online Help

Previous Topic

Next Topic

Rejecting Leads

Instead of converting a qualified lead to an opportunity, you might decide that the lead is not as valuable as the evaluator indicated and remove it from the lead management process. Rejecting a lead does not delete it, but retains the lead in your company’s records with a status of Rejected.

Before you begin. To perform this procedure, your user role must include the Reject Leads privilege.

To reject a qualified lead

  1. Select the lead you want to reject.

    For instructions on selecting leads, see Finding Records.

  2. On the Lead Detail page, click Reject.
  3. On the Reject a Lead page, enter this information:
    • In the Reject Code field, select a value from the drop-down list.
    • (Optional) In the Reject Reason field, enter the reason for the rejection.

      NOTE: If the Reject Code is set to Other, the Reject Reason field is required.

    • To reassign the lead to a new owner, select the Reassign Owner check box.

      If your company administrator has set up lead assignment rules, then selecting the Reassign Owner check box triggers the assignment manager to reassign the lead by using the lead assignment rules. Depending on your company’s policies, the rejected lead may be reassigned to the original owner or to the original owner's manager. The assignment manager can reassign records only to users. It can reassign records only if the record type is configured in the user mode or mixed mode of record ownership. The assignment manager cannot reassign records if the record type is configured in book mode. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

  4. Click Confirm Reject.

    The Lead Detail page reappears with information about the rejection, including your name, Reject Code, and, if specified, the reason for the rejection. The lead Status field value is changed to Rejected.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.