Overview
Returning leads is vital to ensure that invalid or unqualified leads are sent back to the lead sources that provided them. This process helps maintain the quality of your lead pool and ensures that only valuable leads are pursued.
Key Functionality
Remove leads from your active workflow when they are not valid.
Return multiple leads at once for faster cleanup.
Provide a return reason for transparency and reporting.
Filter returned leads to review or manage them later.
To Return a Lead is to Remove a Lead
Once a lead is returned, it is removed from view in My Leads unless specifically searched for.
Returning a Lead
My Leads
Go to My Leads (1) and select the desired Workflow.
Select the lead by checking the checkbox or by simply clicking anywhere on the lead to highlight it.
Update Lead
Next, select the Update icon located on the column header toolbar above the leads, or click on the small pencil icon located to the far left of the lead information.
Return Lead
Select Return. The ‘Return a Lead’ modal will pop up—enter a Return Reason and then click Save to successfully return the lead.
You can also return more than one lead at a time by using Shift + Left Mouse Button Click (similar to selecting multiple rows in Excel).
If you have selected more than one lead to return, select the Enable for All Leads checkbox if you want to apply the same reason for all returned leads.
Return Multiple Leads
Note: Returning a lead removes it from view, but it can still be searched using Quick Search or the All Leads button on the SalesExec Screen, provided the user has the appropriate permissions.
My Leads
Go To My Leads ( 1 ) and select the desired Workflow.
Select the Lead by checking the checkmark box or by simply clicking anywhere on the Lead to highlight the Lead.
Update lead
Next, select the Update icon located on the column header toolbar above the Leads, or click on the small pencil icon located to the far left of the Lead information.
Return lead
Select Return, the ‘Return a Lead’ modal will pop up, enter a Return Reason and then click Save to successfully Return the Lead.
You can also Return more than one Lead at a time by using Shift + Left Mouse Button Click (like you would in an Excel sheet when selecting multiple rows). If you have selected more than one Lead to Return, select the 'Enable for All Leads' checkbox if you want to give the same reason for all leads you are returning.
Return Multiple Leads
Note: Do keep in mind this removes the Lead, but it can be searched for via Quick Search as well as the All Leads button on the Lead Manager Screen providing the user has the appropriate permissions to do so.
How to Filter Leads to Show Returned Leads
Navigate to the toolbar on the SalesExec Screen.
Click on All Leads to the right-hand side of the toolbar.
Select Show All Leads. This will group all leads by record type, regardless of the workflow a lead is in.
To update the SalesExec Screen to show only returned leads, hide Invalid, Valid, and Accepted leads. Your selection should look like the All Leads - Rejected Leads example below.
All Leads - Rejected Leads
All Leads - Rejected Leads
You can tell that a lead is returned when the Is Returned column is set to True and a reason is listed.
If a lead was returned in error, simply select it and then reassign or update it as needed.
Note: When using the All Leads button, it’s best practice to ensure that the From and To dates are set to the desired range based on when the lead was added. The date picker is located to the far left of the SalesExec Screen column header toolbar.
Returned Leads
Best Practices
Regularly return leads that are invalid to keep your list clean and actionable.
Always include a clear return reason for accurate reporting.
Use the Enable for All Leads option for bulk actions to save time.
Periodically review returned leads to identify trends or recurring issues.
Troubleshooting
Cannot Return Lead: Verify that you have the correct permissions. Contact your administrator if the option is unavailable.
Missing Return Option: Ensure the lead is not locked or restricted.
Return Reason Not Saving: Double-check that all required fields are completed before clicking Save.