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Note: The Post URL is a different URL than those typically found in a lead post. This URL is used only for leads posted over and related to a transferred call. It is only used for Inbound Call Routing if data is posted over. |
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Show Incoming Call Details
The Show Incoming Call Details toggle is a feature that enhances the call management process by providing users with comprehensive information about incoming calls that match a lead in the system. When the toggle is turned on, the system will display essential details such as the caller's Name, Phone Number, State, and Loan Type. Users will receive instant notifications containing this information whenever a call aligns with a lead. The notifications are designed to be interactive, allowing users to click on them and open the corresponding lead directly. This feature streamlines the lead management process, enabling users to identify and respond to important leads with ease quickly.
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Show incoming Calls Deails Toggle On:
Displays known details
Show incoming Calls Deails Toggle On:
Hides known lead details
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Common Popup Notifications
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When a request is made to an Action Post Url, either a lead is created but not assigned (Prospect), or a lead is updated if we find an assigned lead (Application) from the same campaign by matching phone number.
EXAMPLE RESPONSES
Scenario 1: New prospect was created on Insellerate.
{
"StatusCode": 1,
"Data": {
...
"ResponseDate": "2021-07-15T16:34:43.7042159Z"
}
Scenario 2: Matching applicationId (prospect that is assigned to an agent) from the campaign was found and information was updated using the request data.
{
"StatusCode": 1,
"Data": {
...
"ResponseDate": "2021-07-15T16:34:43.7042159Z"
}
Scenario 3: No prospect is created due to matching prospect found (from the same campaign) that has not yet been assigned.
{
"StatusCode": 1,
"Data": {
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"ResponseDate": "2021-07-15T16:34:43.7042159Z"
}
Scenario 4: Scenario 4: Action Post found a matching applicationId, but there were no fields to update.
{
"StatusCode": 2,
"Data": {
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