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If a user needs ONLY to see leads from a branch, then you give them the branch 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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Inbound Call Routing (ICR) to Branches
Inbound Call Routing (ICR): You can now associate marketing campaigns to send calls to specific branches.
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Associated Branch Tooltip
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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Issue: Tokens to pull in data were getting cut off in the user display.
Status: Resolved
Admin: Custom Queues
Issue: Users without all branch permissions were able to add and/or remove all branch permissions.
Status: Resolved
Integrations: Quantum
Issue: The Quantum integration was not pulling in the loan number.
Status: Resolved
Integrations: Byte
Issue: Data discrepancies pulling data from Byte.
Status: Resolved
Integrations: TPS
Issue: The scroll bar was not functioning.
Status: Resolved
inSight: My Pipeline
Issue: My Pipeline results were not being filtered by branch permissions.
Status: Resolved
inSight: Inbound Call Routing (ICR) Report
Issue: The report was not populating accurately when the user has “All” branch permission.
Status: Resolved
inLead: Default Agent Routing
Issue: The default agent routing was not properly routing.
Status: Resolved