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Users can enter either a valid user ID or the email for the prospect to be successfully distributed and assigned. The user ID can be obtained from the User Registration.
With a valid email address or user ID, the user assigned to the lead receives a green toastr with lead details to notify them of a new lead assigned. Clicking the green toastr redirects the user to the lead’s details in inFlow.
An invalid Invalid email address or user ID examples include:
A user ID or email address in the wrong format such as in letters
A blank user ID or email address
A valid email address or user ID in the system that belongs to a different organization
When the lead is successfully posted, the response shows a prospect ID and an application ID since the prospects are directly assigned to agents.
If the prospect (lead) is not distributed successfully, it ends up on the Lead Exception page and on inFlow in the Unassigned Leads section.