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"
}
The user selects the lead to be reassigned and notes down the application ID of the application (lead) from the URL to use in the API script.
Once the API script is entered into Postman, click the blue Send button. Make sure:
The response reads Message: Application updated successfully
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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