new_flag
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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new_flag [2018/07/31 20:14] brittany [Round Robin Implications] |
new_flag [2018/07/31 20:17] brittany [Round Robin Implications] |
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| Either | Either | ||
| - | Click the Clear New Flag button on the lead detail page (see screenshot) | + | * Click the Clear New Flag button on the lead detail page (see screenshot) |
| Or | Or | ||
| - | Log in as the assigned agent and perform any of the actions listed in the Agents paragraph | + | * Log in as the assigned agent and perform any of the actions listed in the Agents paragraph |
| **Something to keep in mind:** | **Something to keep in mind:** | ||
| - | If you are the Owner, Admin, or Team Leader performing one of the actions in the Activity box will NOT prevent Idle Lead Reassignment. These actions will only prevent Idle Lead Reassignment if the the Owner, Admin, or Team Leader signs in as the assigned agent and THEN performs the action. | + | If you are the Owner, Admin, or Team Leader performing one of the actions in the Activity box will **NOT** prevent Idle Lead Reassignment. These actions will only prevent Idle Lead Reassignment if the the Owner, Admin, or Team Leader signs in as the assigned agent and THEN performs the action. |
| ====Notes==== | ====Notes==== | ||
| Leads with the New Lead Flag will be listed in the New Leads Tab. | Leads with the New Lead Flag will be listed in the New Leads Tab. | ||
new_flag.txt · Last modified: 2020/05/28 20:37 by michaels
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