Exporting Leads
Click the “Export Leads” icon in the top right hand corner of the screen. In the pop-up, choose the date range in which incoming leads entered the Lead Assign platform, then press “Download.” The spreadsheet can also be downloaded through the API, which helps with automation. The route is: extapi/{company_slug}/export-leads It requires the same style of […]
Lead Preview Row
Leads are listed in row format, which gives the administrator a quick snapshot of the recently incoming leads. Clicking on a lead row will open a sidebar that provides detail on the lead and its progress.
Search Tab
Create tabs for Common Items To view results from a marketing campaign, source, keyword, etc., click the plus icon, input the applicable keyword, and then create. This will result in any user who logs in the ability to view that tab. Once a tab has been created, it can edited or deleted as necessary. Search […]
Shark Tank
The Shark Tank functionality is initiated after a lead as been routed, but not accepted by any agent as per normal business lead routing rules of the account. When the lead is in Shark Tank, it is considered up for grabs by all the agents the lead was originally offered to. The Shark Tank lead […]