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Assign: Option to assign the prospect to any user in the organization
Ignore: Option to ignore the prospect and hide it from Lead Exception
Column Name | Column Filter Type | Description |
|---|---|---|
Prospect Name | Multi+search | First and last name of the prospect distributed |
Campaign | Multi+search | Campaign to which the prospect was posted or uploaded |
Description | Multi+search | Description added to the campaign |
Distribution | Multi+search | Type of distribution used to distribute the prospect |
Lead Provider | Multi+search | Marketing channel selected in the campaign |
Loan Purpose Type | Multi+search | Loan purpose type mentioned in the prospect’s details |
Loan Amount | Number | Initial Loan Amount - First mentioned in the prospect’s details |
State | Multi+search | Property state mentioned in the prospect’s details |
Failure Reason | Multi+search | Reason the distribution process failed |
Create Date | Date+time | Date of creation of the prospect |
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Assign Leads
When a user clicks the Assign button, a popup appears asking the user to select the agent they would like to assign the lead to.
The user selects and agent from the dropdown list and clicks the Assign button. A green toastr popup notification appears confirming the assignment.
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If the Ignore button is clicked, a popup appears asking, “Do you really want to ignore this lead?”
If the user selects OK, the lead is moved to the Ignored section. This hides the lead from the Lead Exception page. A green toastr popup notification appears to confirm the action.
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