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Batch Lead "Accept"

See how to accept more than one lead at once.

Updated over 7 months ago

Accepting multiple leads

If you are affiliated with an agency and have just been assigned a bunch of leads, firstly, congrats! Secondly, you need to Accept these leads so your upline (lead assignor) knows you got them and are working them. This is easy to do.

  1. Click the little checkbox to the far left in the lead header row.

  2. You should see a group of batch options appear up top. Click the "Accept selected leads" button and proceed.

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