Branching enables clients to segregate data and view rights for teams or branches within an organization. This allows a corporate admin to have the ability to clearly create boundaries between users based on their business focus.
Branching Details and Impacts
Section | Details | What is impacted? |
User Registration | Define a Primary Branch and Branch Permissions for each User. | – Applications a User can view in Global Search |
inlead Campaigns |
Associated an inlead campaign to specific branches.
| Impact what prospect data a User can view using Prospect Search. Enable data segregation of prospects. |
Referral Partners | Define which branches a User can assign a referral partner to. | Enables branches to keep their referral partners confidential from other Branches or teams. |
InTouch | Define unique branch logo and information for email campaigns | When a new email is sent via intouch, admin can define unique branch information and branding to be included in the email. |
Reports | Segregate reporting data by branch. | A User will only see data in reports based on their Branch Permissions. |
Global Search | Segregates search results by branch | A User will only see search result data based on their Branch Permissions. |
Prospect Search | Segregates prospect search data by branch. | A User will only see prospect search result data based on their branch permissions and the branches the inLead campaign is associated to. |
Unassigned Leads | Segregates unassigned leads data by branch. | A user will not be able to search for prospects within a campaign that does not include their branch. |
Open Leads | Segregates Open Lead data by branch | A User will only see leads that belong to users within your branch or within a campaign associated with your branch. |