What can a rep do once they receive a lead?

From the message, a rep can instantly accept or decline, view lead details, ask a question or leave a note, request reassignment, share it with approved teammates and update progress on the go. Every interaction is captured automatically.

This gives the recipient a practical way to act at the moment the opportunity arrives. They do not need to pause their work to learn where a separate portal stores the lead or ask a manager to interpret the next step. Acceptance establishes ownership, while a decline or reassignment request helps surface situations where another person would be better placed to respond. Notes and progress updates keep the wider team informed as the conversation develops.

The exact workflow should reflect your organization’s rules and the role of each recipient. For instance, sharing with a teammate should follow the approved team structure rather than creating an informal chain of forwarded messages. Before rollout, agree on the information a rep needs to make a decision and which updates should be provided afterward. Keeping those expectations clear makes the process easier for partners and gives managers a more useful record of activity across the network.