Content Comparison

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 a Reapit user (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

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• Click Yes

  

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 user is displayed

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

• Click Show all to see all leads