Reject a Lead or Proposal

The Rejected functionality can be found when creating leads and proposals. It is typically used when an estimate or proposal has been declined either by a customer or internally for a specific reason. To reject a recurring Job, see the Reject Recurring Jobs article.

In this article:

Why Reject?

Reject vs Delete

Reject a Job or Proposal

Reject a Jobs & Visits Video

 

Why Reject?

Why reject a Lead?

Listed below are some examples of a why you would rejected a lead:

  • A client needs to cancel or reschedule an appointment.
  • The client is unsatisfied for one reason or another.
  • A customer changed their mind about services.
  • A customer went with a competitor instead.

Why reject a Proposal?

Listed below are some examples of why you would rejected a proposal:

  • You need to modify the proposal to add or remove services or goods.
  • The customer was unsatisfied with the quote or price.
  • Yours or the client's schedule doesn't align.
  • The client was unresponsive and never got back to you.
  • The client went with a competitor.

 

Reject vs Delete

Why reject and not just delete?

  • The Reject function will keep a record in SingleOps of the homeowner and address.
  • You'll be able to see a history of previous quotes and make notes as to why it was rejected.
  • When you delete a lead or proposal, you'll lose all record related to the customer's inquiry, which may be problematic when you need to refer back to a client's personal, financial, or job history.

 

Reject a Lead or Proposal

  1. Navigate to the Leads or Proposals page
  2. Select the Job you would like to reject by clicking on the Job number to drop down Job info.
  3. Click Reject Lead or Reject Proposal

  4. The Job is going to switch from Proposals/Leads to Rejected. Click on the Rejected tab at the top of your screen and to find that the Job has successfully been rejected.
  5. To reactivate the Job, click on the reference number and click the Reopen Lead button.

To reject a recurring Job Visit, see the Reject a Recurring Job Visit article.

 

Reject Jobs & Visits Video

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