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Step-by-step guide

  1. Use this as a template, the formatting for it is exactly what you will use. When viewing this how to, in the upper right hand corner of the screen you will see 3 dots, click on them and select copy.
  2. You will now be in the editor screen, Complete the Title with "How To: xxxxxx"
  3. Add appropriate labels to the labels section at the top (ex. inflow, action tools, etc.)
  4. Replace the GIF above with the GIF or Video you plan to use for this how toAny 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).
  5. 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.
  6. 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"
    }
  7. The user needs to note down the application id of the application (Lead) from the URL to use in the API script. 
  8. The User selects the lead to be reassigned and 
  9. Replace these step by steps with your own related to each issue you create, If you would like an example view "How To: Create a Follow Up
  10. If necessary, feel free to add additional images below this step by step guide as shown in the example below

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