The starting point of branching is User Registration where all users have the ability to create/edit/delete a branch.
Primary branch
The branch to which the user belongs to
A user can only be assigned to one branch at a time
The default value is Default
Branch permissions
The branches to which the user has view permission for leads.
The user can view, take and assign leads belonging to these branches.
The default value is Default.
To Create a New Branch
Users also have the ability to add a new branch via User Registration. The following pop is displayed when the user clicks on the ‘+’ sign next to branch field
A green toastr will be displayed stating that the branch has been created
To Edit an Existing Branch
Users also have the ability to edit an existing branch via User Registration. The following pop is displayed when the user clicks on the edit button next to branch field
Save the updated branch by clicking the Update button on the popup.
A green toastr will be displayed stating that the branch has been successfully updated
To Delete an Existing Branch
Users also have the ability to delete an existing branch via User Registration. The following pop is displayed when the user clicks on the delete button next to branch field
A Delete Branch popup confirmation window will appear. If the selected branch is associated to Active Users or Campaigns, a notice will appear and ask which branch you would like to reassign the deleted branch to. This is required if:
You are deleting a Primary Branch for users. A new branch MUST be selected.
You are deleting a branch associated with a Lead Campaign. Replacing the branch is optional.
You are deleting a branch associated to an External Partner. Replacing the branch is optional.
After click on Delete button, a popup will be displayed again to comfirm the deletiion
A green toastr will be displayed stating that the branch has successfully been deleted.