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Classic - Distribute Agent – Direct

Classic - Distribute Agent – Direct

Owned by Rebecca Kornblum
May 03, 2024
2 min read

Leads distributed via the Distribute Agent - Direct method are always assigned to a specified agent, regardless of whether the Lead Availability button is turned On or Off. This method is not affected by distribution filters set up in User Registration for any user.

 

 

  1. Users can enter either a valid user ID or the email for the prospect to be successfully distributed and assigned. The user ID can be obtained from the User Registration.

  2. With a valid email address or user ID, the user assigned to the lead receives a green popup notification with lead details to notify them of a new lead assigned. Clicking the green popup notification redirects the user to the lead’s details in inFlow. Invalid email address or user ID examples include:

    • A user ID or email address in the wrong format such as in letters

    • A blank user ID or email address

    • A valid email address or user ID in the system that belongs to a different organization

  3. When the lead is successfully posted, the response shows a prospect ID and an application ID since the prospects are directly assigned to agents.

  4. Leads that do not have eligible or available agents to receive them are sent directly to the Default Agent if one has been assigned. If a Default Agent has not been assigned, the leads are sent to Lead Exception and on inFlow in the Unassigned Leads section.

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