Admins can define groups of agents who can receive leads via campaigns.

1. Main grid

...

Main grid contains a list of existing distribution group that user has created

...

• Click on ADD button to create a new distribution group

• Click on Edit (pencil) button to edit the existing distribution group

  • a popup will be displayed

1.1 Filter type of each column

...

2. Create a new distribution group

...

• Name

  • Name the group

  • Requires at least 5 to 28 characters

• Description

  • Information about distribution group

• Distribution Filters

  • Specify restrictions using the filters, if no filters are defined, all users will be included in the group

    • Required State License

      • If turned on, leads will be distributed based on state licenses

    • Required Login

      • If turned on, leads will only distribute to agents who are logged into Insellerate

• Dropdowns

  • Selects user based on fields defined in user registration

    • Loan Type

    • Loan Purpose

    • Roles

    • Supervisors

    • Agents

• Manually selecting agents from the Agent dropdown overrides all other dropdown filters

• Preview

  • All selected agents displays in preview table