Approving/Rejecting Registered Leads

Unifyr Support
Unifyr Support
  • Updated

If a partner has registered a lead with you, you can manually approve or reject it, to ensure your partner is focusing their energy on your priorities.

  1. Navigate to Leads & Deals > Lead Registration. 
  2. Click on the lead you want to update, to open it for edit. 
  3. Note the current status in the highlights bar at the top of the lead. An unreviewed lead will usually be at status Pending.
  4. Choose the required action from the drop down menu - Approve or Reject.

    admin_lead_registered_approve_reject.png

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