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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 Reason field, enter the reason for the rejection.
    • To reassign the lead to a new owner, select the Reassign Lead Owner check box.

      The system reassigns the lead based on lead assignment rules set by your company's administrator. Depending on your company's policies, the rejected lead may be reassigned to the original owner or to the original owner's manager.

  4. Click Confirm Reject.

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

Related Topics

Lead Detail Page


Published May 2008