Accept or Reject Leads

If actionable email is enabled, when channel organizations assign you a lead, you receive an email notification about the lead. You can accept or reject the lead by selecting the appropriate action directly from the email notification.

You only see email notifications for leads you haven't already accepted. You can also select to review the lead before deciding to accept or reject it. When you select Review, the Lead Overview page opens, showing details about the lead. You can accept or reject the lead from the Lead Overview page as well.

Accepting or rejecting a lead from an email notification is the same as accepting or rejecting it from the Leads pages, except you do not provide a reject reason when rejecting a lead from email. The lead is handled in the same way as any other lead. By default, the actions you can select are:

• Review, opens the Overview page for the lead.

• Accept, sends a reply email indicating that you accepted the lead.

• Reject, sends a reply email indicating that you rejected the lead.