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Step-by-

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Step Guide

Info
  • Any lead can be reassigned to a different user by posting an API that contains the User

...

  • ID and the

...

  • Email ID of the new user (agent).

  • The user needs to know the User

...

  • ID and/or the Email

...

  • ID of the new user to be able to post the API successfully.

Info

The following API script will be used to reassign a lead to a new user. The script remains constant.
{ "UserId": 126,
"Email": "nathanadmin@test.com"
}

  1. The

    User

    user selects the lead to be reassigned and notes down the application

    id

    ID of the application (

    Lead

    lead) from the URL to use in the API script. 

  2. Once the API script 

    are

    is entered into Postman, click

    on

    the blue Send button. Make sure

    the

    :

    • The response reads

    "
    • Message: Application updated successfully

    " and the
    • The Status says 200 OK

    .
  3. Navigate back to the

    inflow

    inFlow screen and check under the Assignment section

    on 

    on the right side of the

    inflow

    inFlow screen to make sure the lead is reassigned. Refresh page is possible.

  4. Additional information can be found at https://crm.insellerate.com/Help/Api/POST-api-integration-AssignUser_applicationId

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