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.

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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. 

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