How to auto-accept leads?

Exchanging leads is an essential part of creating partnerships. Depending on your partner types, you may want to auto-accept leads.

Auto-accept leads

To get started, follow the steps below:

• Click on your Name in the top right corner
• Click on Account
• Click on Leads
• Go to the Validation strategy section
• Select No validation
• Click Save

  

Once you have clicked save, all leads submitted by your partners will be automatically accepted. 

Other validation strategies available include:

• Anyone: anyone in your team can accept/refuse the lead.
• Owner only: only the owner of the lead can accept/refuse the lead.