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Description
The Unassigned Leads section contains prospects that have not been successfully distributed
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. The unassigned leads that are visible to
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Matching branch permissions between the user and the campaign the prospect belongs to
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you depend on your state licensing, branch permissions, loan purpose types, and loan types.
This article describes unassigned leads:
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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 a lead to yourself.
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Unassigned Leads List Icons
There are five green icons in the top right of 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
1. Columns
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Refresh
Refreshes the list of unassigned leads.
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 | The date and time the lead was posted to the campaign via lead post or campaign upload |
Campaign | The campaign to which the lead was posted |
Loan amount | The |
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Proposed loan amount
The proposed loan amount- first value mentioned in the lead details when the lead was posted
Current loan amount
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Loan Amount- First mentioned in the lead details when the lead was posted | |
Phone | The mobile phone number of the lead |
Property State | 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 |
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Proposed Loan Amount | The Proposed Loan Amount- First value mentioned in the lead details when the lead was posted |
Current Loan Amount | The Initial Loan Amount- First value mentioned in the lead details when the lead was posted |
Proposed Loan |
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Purpose | The |
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Proposed Loan Purpose - First value as mentioned in the lead details when the lead was posted |
Current |
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Loan Purpose | The |
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Current Loan Purpose - First value as mentioned in the lead details when the lead was posted |
Loan |
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Rate | The |
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Loan Rate - |
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First value as mentioned in the lead details when the lead was posted | |
Home Value | 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 |
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1.1 Filter type of each column
Column Name
Column Filter Type
Lead
Multi+search
Post Date
Date+time
Campaign
Multi+search
Loan amount
Number
Proposed Loan Amount
Number
Current Loan Amount
Number
Phone
Multi+search
Property State
Multi+search
Property Zip
Multi+search
Mailing State
Multi+search
Proposed Loan Purpose
Multi+search
Current Loan Purpose
Multi+search
Loan Rate
Number
Home Value
Number
LTV