To reject a lead or proposal, go to the Leads or Proposals page, select the job, and choose Reject Lead or Reject Proposal. Rejecting is typically used when a customer or your team has declined an estimate or proposal for a specific reason. To reject a visit on a recurring job, see the Rejecting a Recurring Job Visit article.
In this article:
Why Reject?
Why Reject a Lead? | Why Reject a Proposal? |
Below are examples of why you might reject a lead:
| Below are examples of why you might reject a proposal:
|
Rejected Leads vs. Rejected Proposals
A job rejected while it's still a lead is a rejected lead. A job rejected after it reaches proposal status is a rejected proposal. The Rejected tab may include both.
Reject vs Delete
Why reject and not just delete?
The Reject function will keep a record in SingleOps of the homeowner and address.
You'll be able to see a history of previous quotes and make notes as to why it was rejected.
When you delete a lead or proposal, you'll lose all record related to the customer's inquiry, which may be problematic when you need to refer back to a customer's personal, financial, or job history.
Reject a Lead or Proposal
Navigate to the
Leads or
Proposals page
Select the job you would like to reject by clicking the job number to expand the job info.
Click Reject Lead or Reject Proposal
The job moves from Leads or Proposals to Rejected. Click the Rejected tab at the top of your screen to confirm the job has been rejected.
To reactivate a rejected lead, click the reference number, then click Reopen Lead. To reactivate a rejected proposal, click the reference number, then click Reactivate Proposal.
The Job is going to switch from Proposals/Leads to Rejected. Click on the Rejected tab at the top of your screen and to find that the Job has successfully been rejected.
To reactivate the Job, click on the reference number and click the Reopen Lead button.
To reject a visit on a recurring job, see the Reject a Recurring Job Visit article.