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Rebecca Kornblum

Rebecca Kornblum

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  • The distribution group selected within the campaign determines which agents are able to take the leads.

  • When a lead is assigned, a green toastr popup notification will be displayed on the bottom right corner.

  • If the user is on any page other than inFlow, clicking the green toastr popup notification redirects the user to inFlow and displays the lead details of the newly taken lead on the right side.

  • A lead may not be successfully distributed via Round Robin if:

    • The agent does not match the filter conditions in the Distribution group.

    • The agent does not match the distribution filters in User Registration.

  • If the prospect (lead) is not distributed successfully, it goes to the Lead Exception page and the Unassigned Leads section in inFlow.

  • While posting a lead via Distribute Agent - Round Robin, the result for the post will contain a Prospect ID and an Application ID since the prospects are directly assigned to the agents immediately after distribution.

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