Differences

This shows you the differences between two versions of the page.

--- lead_assignment [2018/07/17 17:10]
brittany [Idle Lead Reassignment]
+++ lead_assignment [2019/04/10 21:00]
brittany
@@ Line 17: / Line 17: @@
 {{::la_1_4.png?700|}}
+===== Bulk Reassignment =====
+Go in the CRM to the **Leads** tab and check the boxes to the right of the leads you would like to reassign (or assign if they are unassigned).
+{{::bulkleadreassignment1.jpg?900|}}
+On the top right of the page, click the **Actions** dropdown and select **Assign**.
+{{::bulkleadreassignment2.jpg?600|}}
+The options for Agent/Lender, you can either choose an agent/lender, unassigned or round robin. If you choose Round Robin, then you will need to specify which round robin you would like to do.
+{{::bulkleadreassignment3.jpg?500|}}
+Now, check the **Confirm Reassign** box and click **Reassign**.
+{{::bulkleadreassignment4.jpg?500|}}
 ===== Round Robin =====
@@ Line 132: / Line 150: @@
-===== Bulk Reassignment =====
-Go in the CRM to the **Leads** tab and check the boxes to the right of the leads you would like to reassign (or assign if they are unassigned).
-{{::bulkleadreassignment1.jpg?900|}}
-On the top right of the page, click the **Actions** dropdown and select **Assign**.
-{{::bulkleadreassignment2.jpg?600|}}
-The options for Agent/Lender, you can either choose an agent/lender, unassigned or round robin. If you choose Round Robin, then you will need to specify which round robin you would like to do.
-{{::bulkleadreassignment3.jpg?500|}}
-Now, check the **Confirm Reassign** box and click **Reassign**.
-{{::bulkleadreassignment4.jpg?500|}}
 ===== FAQ =====

Real Geeks Docs

User Tools

Site Tools

Differences

Page Tools