Lead Automation


Manager:

Click on the System Settings -> General Settings button from the main menu on the left.

Navigate to the Lead Settings section.

User Reject Time (Min): Here, you should select the time duration in minutes for each salesperson to accept or reject incoming leads.

Leads Distribution Status: You need to choose whether to keep the Lead Distribution status enabled or disabled. This determines whether the module is active or inactive.

Salesperson:

If you want to receive leads from advertisements, you should enable the Take Leads option in the quick links section at the top right. If you keep it enabled all the time, any leads that come in while you’re not working will be considered rejected since you didn’t accept them. Rejected leads will not appear on your screen again.

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