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1.1 Filter type of each column
Column Name | Column Filter Type |
|---|---|
Prospect Name | Multi+search |
Campaign | Multi+search |
Description | Multi+search |
Distribution | Multi+search |
Lead provider | Multi+search |
Loan Purpose type | Multi+search |
Loan Amount | Number |
State | Multi+search |
Failure Reason | Multi+search |
Create Date | Date+time |
2. Assign Leads
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Once user clicks the assign button, a popup will appear asking the user to select the agent you want the lead to be assigned to
Once the desired agent has been selected, click the ASSIGN button
A green toaster will be displayed
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