Set up leads

Updated October 31, 2026 · Applies to Rolodex ONE 1.34

New leads nobody owns wait for the sales staff. You choose who they are, how long disqualified leads are kept, and the reasons for disqualifying.

Prerequisites

Choose the sales teams

  1. In the menu, under Administration, select Business rules.
  2. Under Leads, tick the Sales teams.
  3. Select Save sales teams.

The members and leads of these teams see and take new leads. Until a team is chosen, managers take them. Administrators always see every lead.

Choose how long disqualified leads are kept

  1. Under Keeping disqualified leads, enter the Days: 30 to 3,650. The default is 365.
  2. Select Save.

A disqualified lead can be reopened until then. After that, it's removed with its notes and follow-ups, and each removal is recorded in the audit log. Qualified leads are kept.

Set the reasons for disqualifying

  1. Under Reasons for disqualifying, enter one reason per line. Leave it empty to use the usual ones.
  2. Select Save reasons.

Next steps