How do I accept or reject routed leads?

Learn how to create lead routing rules here:  How do I create lead routing rules?

This feature allows the User to either accept or reject the Lead assigned to him/her using lead routing to help a sales User to either

1. Accept the lead assigned (or)
   
2. Reject while providing a reason for rejection

Once rejected the lead will be again assigned (Owner) will be given to the creator and the lead will be available in the pool for re-assigning

Steps:

1. In the Contacts record page, there will be a folder called as “ Routed” which will display all the leads which are routed to the User using Lead Routing functionality. This folder will list all the assigned leads to the User and provide the action to either “Accept” or “Reject”. 

1. Accepting a Lead - If accepted, after confirmation, the lead will be removed from the folder
   

A notification email will go to the Lead Creator or assigner mentioning the lead has been accepted.

1. Rejecting a Lead - If rejected, the system will open a window where the User will need to provide the reason for rejection. Once a reason is provided and Submit is clicked, then the lead will be removed from the folder.

Rejected leads will be unassigned from the User (in sharing) and the Owner will be changed to the Creator. A notification email will go to the Lead Creator, or Assigner, notifying them the lead has been rejected and the reason it as rejected. 

2. The lead will be displayed back in the pool of lead routing and in rejected bucket displaying the User who has rejected and the reason for the same.  From here the lead routing User can manually assign the lead to any other User.  For all assigned leads when the contact report is opened it will provide the option to accept or reject in the same way.

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