Accepting leads in bulk

Edited

Congratulations on being assigned a new batch of leads! This document will guide you through the process of accepting these leads, ensuring that your upline (lead assignor) is informed that you have received and are actively working on them.

Steps to Accept Assigned Leads

Accepting your assigned leads is a straightforward process. Follow the steps below to complete the acceptance:

  1. Locate the lead header row and click the checkbox to the far left. This action will select the leads you wish to accept.

  2. Once you have selected the leads, a group of batch options will appear at the top of the page.

  3. Click the "Accept selected leads" button to finalize the acceptance process.

By following these simple steps, you will successfully notify your upline that you have accepted the leads and are ready to begin working on them