Description
The Unassigned Leads section contains prospects that have not been successfully distributed. This section requires permission. See the Permissions Master Document for more details. The unassigned leads that are visible to you depend on your state licensing, branch permissions, loan purpose types, and loan types.
This article describes unassigned leads:
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Matching branch permissions between the user and the campaign the prospect belongs to
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How to View Unassigned Leads
Click inFlow 2.0 from the inFlow dropdown list.
The Lists section of the Menu Panel includes Unassigned Leads. (It is one of the four default options.) The number shows how many leads are included.
Click Unassigned Leads in the Menu Panel to open the list of unassigned leads in the Record List Panel.
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How to Assign an Unassigned Lead
All unassigned leads have a Take button which
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allows you to assign
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a lead to yourself
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.
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Unassigned Leads List Icons
There are five green icons in the top right of
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the list of unassigned leads. These icons allow you to affect the view of the list.
Number of Assigned Leads
Lists the number of unassigned leads present in the section. The count automatically refreshes when a prospect is taken.
Refresh
Refreshes the list of unassigned leads.
Columns
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Column Name
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Column Filter Type
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Description
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Lead
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Save
Saves the current list of unassigned leads based on the columns in that view. When you log back in, the same view will open.
Load Saved View
Loads a saved view of unassigned leads.
Clear Saved View
Clears the current saved view of unassigned leads.
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Default Columns
These columns open by default in the Unassigned Leads in the Record List Panel.
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Column Name | Description |
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Lead | First and last name of the lead |
Post Date |
Date+time
The date and time the lead was posted to the campaign via lead post or campaign upload |
Campaign |
Multi+search
The campaign to which the lead was posted |
Loan amount |
Number
The Loan Amount- First mentioned in the lead details when the lead was posted
Proposed Loan Amount
The |
Loan Amount- First |
mentioned in the lead details when the lead was posted |
Current Loan Amount
Number
The Initial Loan Amount- First value mentioned in the lead details when the lead was posted
Phone |
The mobile phone number of the lead | |
Property State |
Multi+search
The state in which the property is as mentioned in the lead details when the lead was posted |
Property Zip |
The zip code of the property address as mentioned in the lead details when the lead was posted | |
Mailing State |
The mailing state of the mailing address as mentioned in the lead details when the lead was posted |
Additional Columns
These additional columns can be selected in the Unassigned Leads in the Record List Panel.
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Column Name | Description |
|---|---|
Proposed Loan Amount | The Proposed Loan Amount- First value mentioned in the lead details when the lead was posted |
Current Loan |
Multi+search
Amount | The Initial Loan Amount- First value mentioned in the lead details when the lead was posted |
Proposed Loan Purpose | The Proposed Loan Purpose - First value as mentioned in the lead details when the lead was posted |
Current Loan Purpose |
The Current Loan Purpose - First value as mentioned in the lead details when the lead was posted | |
Loan Rate |
The Loan Rate - First value as mentioned in the lead details when the lead was posted | |
Home Value |
Number
The home value as mentioned in the lead details when the lead was posted |
LTV |
The loan-to-value ratio mentioned in the lead details when the lead was posted |