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  • The user can enter either a valid user ID or the email for the prospect to be successfully distributed and assigned

    • 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 toastr with lead details to notify them of a new lead assigned

    • Clicking on the green toastr will redirect the user to the lead’s details in inflow

  • An invalid email address or user ID examples are

    • A user id or email address in the wrong format such as in letters

    • A blank user id or email address

    • A valid email address or user id in the system but belonging to a different org

  • If the prospect (lead) is not distributed successfully, it ends up on the Lead Exception page and on inflow in the Unassigned Leads section

  • When the lead is successfully posted, the response shows a prospect ID and an application ID since the prospects are directly assigned to agents

  • 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

  • Distribute Direct is also not affected by Distribution filters set up in User Registration for any user

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