Accepting a Lead

When an agent receives a lead opportunity as an email, they simply click on the “Accept or Decline” button. If accepting via a mobile device, they can accept via SMS or via Email. In both cases, the agent will be sent to the internet browser for next steps.

If the lead was accepted within the time limit, the agent will be taken to a screen with a countdown timer and some details about the lead.

If the agent timed-out before actioning the lead, i.e. missed the opportunity to accept or decline the lead, they will see a screen that offers the agent another opportunity. If the agent clicks on the “Give me another chance” button, the lead will be given to the agent if the lead has not been accepted by another agent yet.

Once accepted, the agent will be provided a more detailed description of the lead. This information will also be emailed to the agent for record keeping.