Step-by-step guide
- 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.
- You will now be in the editor screen, Complete the Title with "How To: xxxxxx"
- Add appropriate labels to the labels section at the top (ex. inflow, action tools, etc.)
- 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).
- 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.
- 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"
} - The user needs to note down the application id of the application (Lead) from the URL to use in the API script.
- 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
- If necessary, feel free to add additional images below this step by step guide as shown in the example below
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