Content Comparison

Description

The starting point of branching is User Registration where all users have the ability to create, edit, and delete a branch.

...

Branch Types

Primary Branch

• This is the branch to which the user belongs.

• A user can only be assigned to one branch at a time.

• The default value is Default.

Branch Permissions

• These are the branches to which the user has View permissions for leads.

• The user can view, take, and assign leads belonging to these branches.

• Users can be assigned to have permissions to all, multiple branches, or a specific branch with the associated data.

• All permissions grants access to view all branches.

• The default value is Default.
  

  Image RemovedImage Added

...

To Create a New Branch

Users may add a new branch via User Registration. The Add New Branch popup opens when the user clicks the + sign next to the Branch field.

...

A green popup notification appears confirming that the new branch has been created.Image Removed

...

To Edit an Existing Branch

Users may edit an existing branch via User Registration. The Edit Branch popup appears when the user clicks the Edit button next to the Branch field.

...

Image Removed The updated branch is saved by clicking the Update button on the Edit Branch popup. A green popup notification appears confirming that the branch has been successfully updated.

...

To Delete an Existing Branch

Users may delete an existing branch via User Registration. The Delete Branch popup appears when the user clicks the Delete button next to the Branch field.

...

The Delete Branch popup confirmation window appears. If the selected branch is associated with active users or campaigns, a notice appears asking the user which branch the deleted branch should be reassigned to. This is required if:

...

Once the user clicks the Delete button, the Deleting Branch popup appears to reconfirm the deletion.

...

A green popup notification appears confirming that the branch has successfully been deleted.

...