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Users can export lead details to clients through the Export icon on the Action Tools bartoolbar.
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The Export action tool contains Byte, Encompass, and Calyx options if the Superadmin and User Registration are set up correctly. |
Instructions
Click inFlow 2.0 from the inFlow tab drop-down list.
Click on a new lead.
dropdown list.
Select an item from the Lists, Queues, or Workflows options. In this example, we are selecting the New Lead workflow.
Select a lead from the list of leads that opens in the Record List Panel to the right. In this example, we are selecting the first lead (Mae Roberts) from the list.
Click the Export icon on the Action Tools bartoolbar in the Record Details Panel that opens to the right. (A dropdown opens offering the export options that have been configured in Superadmin. In this example, only Encompass is configured for export.)
Select the correct export option. Be sure that any work or updates have been saved prior to export.
A blue popup notification appears confirming the export is in progress.
A green popup notification confirming the export has been successfully sent appears. The exported file will be assigned to and available in the specific LOS location.
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