Step-by-step guide
- Any lead can be reassigned to a different user by posting an API that contains the User id and the email id of the new user (agent).
- The user needs to know the User id and/or the Email id of the new user to be able to post the API successfully.
- The following API script will be used to reassign a lead to a new user. The script remains constant.
{ "UserId": 126,
"Email": "nathanadmin@test.com"
} - notes down the application id of the application (Lead) from the URL to use in the API script.
- Once the API script are entered into Postman, click on the blue Send button. Make sure the response reads" Message: Application updated successfully" and the Status says 200 OK.
- Navigate back to the inflow screen and check under the Assignment section on the right side of the inflow screen to make sure the lead is reassigned. Refresh page is possible.
- Additional information can be found at https://crm.insellerate.com/Help/Api/POST-api-integration-AssignUser_applicationId
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