A lead is an opportunity that has been prequalified by
your marketing or service department, associated to a sales stage
with a Lead status type, and assigned to a sales representative. Sales
representatives can either accept or reject a lead.
When sales representatives reject leads, they must select
from a list of lead rejection types. Using this information, you can
track why leads are being rejected.
-
Click Configuration on the navigation pane.
- Expand Application Appearance, and
then double-click Customizable Menus .
The Customizable Menus tree opens on the content pane.
- Expand the System Menus folder.
- Click Lead Rejection Types to display
the editor.
- Do one of the following:
- To add a lead rejection type, click New.
- To add a new lead rejection type directly below an existing
lead rejection type in the tree, select the existing lead rejection
type and click New.
- To edit a lead rejection type, click it in the tree.
- Enter a name for a new lead rejection type or edit an existing
one in the Label column.
The corresponding field in the Label column in the Interface
Visibility section is populated or revised as you type.
-
If you do not want the lead rejection type to be visible on the interface, clear the
Visible check box.
- Click Save.