Managing Retired Leads

Used in these workflows

• Work the Approvals Queue
• Keep Leads from Being Auto-Retired

• What it is: This page shows a list of leads that were automatically unassigned from agents due to a long period of inactivity.
• Manager's Daily Task:
  • You can review this list to see which leads have gone cold.
  • From here, you can reassign these leads to the same agent or a new agent to give them a second chance.

Check Retired Leads Daily

Make it a daily habit to check the Retired Leads page. Reassigning these leads quickly ensures that no opportunity is permanently lost.

Figure: Retired Leads