How to accept new leads

Tip: To view existing requests from your customers, use Customer Requests instead.

  1. You receive a push notification when a customer creates a New Lead for your store location using the widget on your retailer’s website.
  2. Swipe to open the app and access New Leads.
  3. Tap to open the New Lead request.
  4. Select an option at the bottom:
  • Click Accept to accept this new lead.
  • Click Customer Service to forward this request to Customer Service (if available).
  1. If you accepted the new lead, it becomes yours and is automatically moved to Customer Requests.
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