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Audit Log

Lead Routing Factors

How you can be notified

Types of Notifications

Lead Map

Adding Locations to Users

Tracking Lead Locations

Billable Tags

Special Tags

Creating Tags

Designated Leads

Sometimes when a lead comes into the platform we want to send it to one specific person. We can do this with designated leads and by identifying an agent.

To identify an agent the lead contents should include the key “x_for” and the agents email address as the value.
ie: x_for: agentemail@email.com

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