Purpose

This article explains how to reject prospects in Communities.

Overview

This feature adds a dedicated rejection workflow within Communities, helping you manage unsuitable prospects efficiently without cluttering your active pipelines or relying on data workarounds.

This workflow introduces a structured 'Rejected' state. It ensures that when a prospect is rejected, they are moved to a dedicated view, keeping your active lists focused and your data accurate.

How to use?

Once configured, rejecting prospects is a simple process designed to be intuitive and compliant.

Reject a prospect

1. In your Community view, select one or more prospects you wish to remove.
2. Click the Reject (or Decline) button in the action bar.
3. Complete the modal:
   • Reason: Select a rejection reason from the dropdown (for example, 'Experience').
   • Email (Optional): If enabled, you can choose a rejection email template to send to the prospect. If you don't wish to notify them, uncheck the 'Send Rejection Email' box (if available).
   • Click Confirm to finalize the action.

Note: The rejection action for a prospect can also be set up in Workflow Automation.

What happens next?

• Pipeline cleanup: The prospect is immediately moved from your active stages (like 'Added' or 'Screening') to a dedicated Rejected tab.
• Activity logging: A record is created in the prospect’s profile and the 'Activities' tab, logging who rejected them, when, and the reason provided,.
• Visual indicators: A 'Rejected' tag (often in red) will appear next to the community name in the prospect's engagement history.

Restoring a prospect

You can easily bring a prospect back within a community in case of an erroneous removal.

1. Navigate to the Rejected tab within the Community.
2. Select the prospect.
3. Use the Add to Community action. This reactivates their profile and moves them back to the 'Added' stage,.

Frequently Asked Questions