Step-by-
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Step Guide
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The following API script will be used to reassign a lead to a new user. The script remains constant. |
The
Useruser selects the lead to be reassigned and notes down the application
idID of the application (
Leadlead) from the URL to use in the API script.
Once the API script
areis entered into Postman, click
onthe blue Send button. Make sure
the:
The response reads
Message: Application updated successfully
The Status says 200 OK
Navigate back to the
inflowinFlow screen and check under the Assignment section
onon the right side of the
inflowinFlow screen to make sure the lead is reassigned. Refresh page is possible.
Additional information can be found at https://crm.insellerate.com/Help/Api/POST-api-integration-AssignUser_applicationId
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