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Leads distributed via the Distribute Agent - Direct method are always assigned to a specified agent, regardless of whether the Lead Availability button is turned On or Off. This method is not affected by distribution filters set up in User Registration for any user.
Users can enter either a valid user ID or the email for the prospect to be successfully distributed and assigned
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. The user ID can be obtained from the User Registration.
With a valid email address or user ID, the user assigned to the lead receives a green
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popup notification with lead details to notify them of a new lead assigned
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. Clicking
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the green
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popup notification redirects the user to the lead’s details in
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inFlow. Invalid email address or user ID examples
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include:
A user
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ID or email address in the wrong format such as in letters
A blank user
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ID or email address
A valid email address or user
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ID in the system
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that belongs to a different
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If the prospect (lead) is not distributed successfully, it ends up on the Lead Exception page and on inflow in the Unassigned Leads section
organization
When the lead is successfully posted, the response shows a prospect ID and an application ID since the prospects are directly assigned to agents
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Regardless of whether the Lead Availability button is turned On or Off, a lead distributed via the Direct method will always be assigned to the specified agent
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.
Leads that do not have eligible or available agents to receive them are sent directly to the Default Agent if one has been assigned. If a Default Agent has not been assigned, the leads are sent to Lead Exceptionand on inFlow in the Unassigned Leads section.