The Unassigned Leads section contains prospects that have not successfully distributed. This section requires permission. See the Permissions Master Document /wiki/spaces/INSPT/pages/981434369 for more details.
The unassigned leads that are visible to you depend on:
Matching branch permissions between the user and the campaign the prospect belongs to
Matching state licenses between the user and the lead’s property information
All unassigned leads have a Take button which enables you to assign the leads to yourself
The count at the top right of each of the sections displays the number of unassigned leads present in the section. The count automatically refreshes when a prospect is taken.
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Columns
Column Name | Column Filter Type | Description |
|---|---|---|
Lead | Multi+search | First and last name of the lead |
Post Date | Date+time | The date and time the lead was posted to the campaign via lead post or campaign upload |
Campaign | Multi+search | The campaign to which the lead was posted |
Loan amount | Number | The Loan Amount- First mentioned in the lead details when the lead was posted |
Proposed Loan Amount | Number | The Proposed Loan Amount- First value mentioned in the lead details when the lead was posted |
Current Loan Amount | Number | The Initial Loan Amount- First value mentioned in the lead details when the lead was posted |
Phone | Multi+search | The mobile phone number of the lead |
Property State | Multi+search | The state in which the property is as mentioned in the lead details when the lead was posted |
Property Zip | Multi+search | The zip code of the property address as mentioned in the lead details when the lead was posted |
Mailing State | Multi+search | The mailing state of the mailing address as mentioned in the lead details when the lead was posted |
Proposed Loan Purpose | Multi+search | The Proposed Loan Purpose - First value as mentioned in the lead details when the lead was posted |
Current Loan Purpose | Multi+search | The Current Loan Purpose - First value as mentioned in the lead details when the lead was posted |
Loan Rate | Number | The Loan Rate - First value as mentioned in the lead details when the lead was posted |
Home Value | Number | The home value as mentioned in the lead details when the lead was posted |
LTV | Number | The loan-to-value ratio mentioned in the lead details when the lead was posted |