Content Comparison

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Areas that display prospects:

• Prospect Searchsearch Prospect Details popup

• Unassigned Leads section in inFlow

• Lead Exception page

• Number of Prospects count in Marketing Report

Methods to upload prospects:

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1. Search for a prospect in inFlow with Prospect Search. The Prospect Search Results popup will open.

2. Find the prospect.

3. Click the Take button next to the lead. The Take button is available if you are eligible for the lead based on state licensing.

4. The popup will close and the application will open on the right side of inFlow.
   
   
   

   

   
   

   

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Applications are leads assigned a user. Fields of an application can be modified within inflow and via apiAPI.
Various Actions actions can be performed on an application.

Methods to create an application:

• Take a prospect from Prospect Search

• Take a prospect from Unassigned Leads section in inFlow

• Assign a prospect from the Lead Exception page

• Manually create a new application in inFlow

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• Select an application from a status in inFlow.

• Search for an application.

• The application will open on the right side of inFlow.

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