Campaign Branch Permission
- Romina Chu (Unlicensed)
- Rebecca Kornblum
Description
When new lead data is uploaded into Insellerate but not assigned to an agent, the lead remains a prospect. Since prospects are not associated with an agent, the Branch assignment in User Registration cannot be used to define who can view the prospect.
Users can modify existing campaigns, or create new campaigns, and define which branches are able to view the prospect when using any of the Prospect Search tools within inFlow.
Steps
Select Campaign from the inLead dropdown menu.
The Campaign/Campaign List window opens.
When a new or existing campaign is clicked, the Branch Associations field is accessible. This field allows for more than one branch to be selected.
It is not a required field so, if a campaign does not belong to any branch, all prospects belonging to the campaign are available to all users.
If a campaign is associated with one or more branch permissions, a user with matching branch permissions can view/take and search for all prospects.
Once a prospect is assigned to a Loan Officer and becomes an application, the Application View rights are based on the primary branch of the Loan Officer assigned.
