How do I release a lead?

Releasing a lead brings it back into the Opcity lead pool and we will follow up with the client.

If a lead becomes unresponsive or is not a good fit for you, release the lead back to Opcity. 

To Release a Lead:

1. Log into the Referral Manager. Click on the client's name to view their "My Referral" profile.

2. Click "Release" at the bottom of the referral manager.


Once on the Release page:

  1. Select a reason for releasing the lead.
  2. Hit the "Release to Opcity" bar at the bottom of the screen to finalize the release of the lead. Once released, if a lead has not been reassigned to another agent, it will appear under the "Released" tab of your dashboard.