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1.1 Filter type of each column
2. Assign Leads
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Once user clicks
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the assign button, a
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popup will appear asking the user to select the agent you want the lead to be assigned to
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Once the desired agent has been selected, click the ASSIGN button
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A green toaster will be displayed
3. Ignore leads
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Leads that you no longer want to see or distribute can be ignored by clicking the IGNORE button
Once the button is clicked, there will be a browser pop-up asking “Do you really want to ignore this lead
If the user selects “OK” the lead will be moved to the ignored section
A green toaster will be dispalyed
This will hide the lead from the Lead Exception page
The prospects that have been “ignored” can be viewed by selecting the Show Ignored checkbox
The ignored prospects will be displayed at the end of list of lead exception
When the Show Ignored button is checked, users are able to assign the Ignored leads
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