Prospects and applications are two terms to refer to leads within Insellerate.
A prospect is a lead that has never been assigned to a user.
An application is a lead that is assigned to a user.
Prospects are leads that contain basic information about the property, borrower, and loan details. This information cannot be viewed or changed until the prospect becomes an application.
Areas that display prospects:
Prospect search Prospect Details popup
Unassigned Leads section in inFlow
Lead Exception page
Number of Prospects count in Marketing Report
Applications are leads assigned to a user. Fields of an application can be modified within inFlow and via API.
Various actions can be performed on an application.
Methods to create an application:
Take a prospect from Prospect Search
Take a prospect from the Unassigned Leads section in inFlow
Assign a prospect from the Lead Exception page
Manually create a new application in inFlow
You can always view applications that are assigned to you. If other users report to you, you can also view their applications.
To view an application:
Select an application from a status in inFlow.
The application will open on the right side of inFlow.
Note: If you receive a red popup notification when attempting to open an application, you do not have the correct viewing permissions. |