Leads & sales

Lead ownership, acceptance & first response

Understand who acts next and why a lead needs attention.

Where to go

Home → assigned work / Lead detail

Step by step

Open the assigned lead and verify its owner before contacting the buyer.
Use Accept lead where offered; assignment and acceptance are separate events.
Contact the buyer and record the real outcome through Complete or Activity.
Set a future next action and confirm that acceptance/first-outreach attention is updated.

Demo example

Demo: Demo Executive accepts an enquiry and logs an email before scheduling a 4-day follow-up.

Why does First outreach pending remain after setting a date?

Scheduling is different from accepting a lead and recording real first contact. Complete the applicable acceptance/activity steps.

Reviewed 10 October 2026 · CRM 0.53.1