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The Organization Settings show only the options that the administrator has permission to manage.Screen Shots:

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Admin: User Registration

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Option to Separate Lead and Admin Permissions at the Branch Level

When setting up a user, you can now define the branch association and, if applicable, grant branch administration permissions. Screen shot.

For example:

  • If a user needs ONLY to see leads from a branch, then you give them the branch permission.

  • If a user needs to perform Admin functions for a branch, you will give them the Branch and the Admin Branch Permission.

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inLead: Marketing Campaigns

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  • A branch association is now required for all Marketing Campaigns. You can target specific branches with a marketing campaign. If none is selected, it will default to All branches.

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Inbound Call Routing (ICR) to Branches

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  • A new tooltip has been added to the associated branches field stating: “Defines branch view/access permissions for all areas that lead campaigns are used: open leads, unassigned, ICR, and reporting.”

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inLead: Distribution Groups

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You can now add branches to distribution groups to use in Marketing Campaigns.screenshots

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Bugs

inTouch: Task Creation

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