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Unassigned Leads

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  • This section contains prospects that have not successfully distributed

  • The unassigned leads visible to the logged in user depends on the following-
    Matching branch permissions between the user and the campaign the prospect belongs to
    Matching State licenses between the user and the lead’s property information

  • All unassigned leads have a Take button which enables users to take the leads and assign them to themselves

  • The count at the top right of each of the sections displays the number of unassigned leads present in the section

    • The count automatically refreshes when a prospect is taken

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