Versions Compared

Old Version 1

changes.mady.by.user Fiona Wilson

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Wilson

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

A configuration option is available which allows internet Internet registrations (or portal leads) to can be assigned to selected AgencyCloud users - either individually or in bulk

Once assigned, a user can filter their internet registrations grid to just view the leads that have been assigned to them, as well as viewing all leads

This update, available from AgencyCloud 12.163+, allows the assigning of leads to be carried out more efficiently, as well as giving users a better view of which leads to work on and reducing the possibility of doubling up on contact with leads

To enable this configuration optionto individual users, providing a more efficient method to assign leads, as well as giving users a better view of which leads they need to follow-up on

Two related configuration options are available to allow leads to be managed, meaning that a user can be prevented from being able to:

  • assign leads to selected users

  • see leads which have not been assigned to them

For example, branch managers could be given the ability to assign leads to their teams, then team members can be set to only see leads that have been assigned to them

To enable these configuration options, click here to contact Reapit Support

...

1. Access internet registrations

From Organiser:

  • Right-click over Internet Registrations (often shown in Overview panel)

  • Select Full results
    The Internet Registrations screen will be displayed

2. Assign leads to an AgencyCloud user Leads (where enabled)

When a user has the ability to assign leads to other users, they can be assigned individually or in bulk

On the left side of the screen:

  • Tick the lead(s) to assign
    Or tick the box in the header row to select all leads listed

  • Click Assign selected leads (top left)

  • Select the user to assign the lead(s) to and click Select

    Image RemovedImage Added

  • Click Yes

    Image RemovedImage Added

3. Lead assigned & noted in Activity Feed

When a lead has been assigned:

  • The Assigned to column displays the name of the user that the lead has been assigned to
    Click column header to sort by user

  • A note is added to the Activity Feed, seen when the lead is selected

4. Filter option (where enabled)

When a user is allowed to view leads assigned to others, the screen can be filtered to be able to view all leads or just their own leads

From top left of screen:

  • Click link beside Assigned to - the name of the currently logged in user is displayed

  • Click name to just show leads that have been assigned to the current user

  • Click Show all to see all leads

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "internetreg"
Excerpt
hiddentrue

Configuration option which allows internet Internet registrations (or portal leads) to can be assigned to selected AgencyCloud users - either individually or in bulkindividual users - two related configuration options are also available to allow leads to be managed better