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Section | Details | What is impacted? |
User Registration | Defines a Primary Branch and Branch Permissions for each user |
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inLead Campaigns | Associate inLead campaign to specific branches
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Referral Partners | Define which branches a user can assign a referral partner to | Enables branches to keep their referral partners confidential from other branches or teams |
inTouch | Defines unique branch logo and information for email campaigns | When a new email is sent via inTouch, an administrator can define unique branch information and branding to be included in the email. |
Reports | Segregate reporting data by branch | A user will only see data in reports based on their branch permissions. |
Global Search | Segregates search results by branch | A user will only see search result data based on their branch permissions. |
Prospect Search | Segregates Prospect Search data by branch | A user will only see prospect search result data based on their branch permissions and the branches the inLead campaign is associated with. |
Unassigned Leads | Segregates Unassigned Leads data by branch | A user will not be able to search for prospects within a campaign that does not include their branch. |
Open Leads | Segregates Open Leads data by branch | A user will only see leads that belong to users within their branch or within a campaign associated with their branch. |