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The starting point of branching is User Registration where all users have the ability to create/, edit/, and delete a branch.
Primary branchBranch
The This the branch to which the user belongs to.
A user can only be assigned to one branch at a time.
The default value is Default.
Branch permissionsPermissions
The These are the branches to which the user has view permission View permissions for leads.
The user can view, take, and assign leads belonging to these branchesCan assign users .
Users can be assigned to have permissions to all, multiple branches, or a specific branch with the associated data.
All permissions grants access to view all branches.
The default value is Default.
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To Create a New Branch
Users also have the ability to may add a new branch via User Registration. The following pop is displayed Add New Branch popup opens when the user clicks on the ‘+ ’ sign next to branch the Branch field.
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A green toastr
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appears confirming that the new branch has been created.
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To Edit an Existing Branch
Users also have the ability to may edit an existing branch via User Registration. The following pop is displayed Edit Branch popup appears when the user clicks on the edit Edit button next to branch the Branch field.
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The updated branch is saved by clicking the Update button on the Edit Branch popup.
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A green toastr
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appears confirming that the branch has been successfully updated.
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To Delete an Existing Branch
Users also have the ability to may delete an existing branch via User Registration. The following pop is displayed Delete Branch popup appears when the user clicks on the delete Delete button next to branch the Branch field.
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The Delete Branch popup confirmation window
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appears. If the selected branch is associated
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with active users or campaigns, a notice
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appears asking the user which branch
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the deleted branch should be reassigned to. This is required if:
- You are
The user is deleting a Primary Branch for users. A new branch MUST be selected.
- You are
The user is deleting a branch associated with a Lead Campaign. Replacing the branch is optional.
- You are
The user is deleting a branch associated to an External Partner. Replacing the branch is optional.
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Once the user clicks the Delete button,
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the ! Deleting Branch popup appears to reconfirm the deletion.
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A green toastr
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appears confirming that the branch has successfully been deleted.
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