1. Using Sales in the Redwood User Experience
  2. Accept a Lead to Work On

Accept a Lead to Work On

Here's how to accept a lead for you to work on. By accepting the lead you become its owner and the lead shows up in your My Open Leads list.

  1. In the leads list page, click in the search box and select the New Unaccepted Leads saved search.

  2. There are two ways to accept a lead:

    • From the list page:

      1. For the lead you want to work on, click Actions (the three dots).

      2. Select Accept.

    • While viewing the lead details:

      1. In the Action Bar, enter Accept.

      2. Select the Accept action.

  3. Confirm that you're accepting the lead.

  4. To view more unaccepted leads, click the list name or the up arrow to return to the list, or click Next on the top right side of the page to open the next lead in the list.