Admins can define groups of agents who can receive leads via campaigns

1. Main grid

Main grid contains a list of all distribution groups that exist within an org.

The Columns within the Main grid are -

Name: Displays the name of the distribution group as saved within the distribution group.

Description: Displays the description as saved within the distribution group.

State License: If the Require State License toggle switch is turned On for the distribution group, a green tick is displayed. If turned Off, the tick is grey.

Require Login: If the Require Login toggle switch is turned On for the distribution group, a green tick is displayed. If turned Off, the tick is grey.

Loan Type: The loan types selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of loan types selected. Hovering over the link will display the list of the loan types

Loan Purpose : The loan purpose types selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of loan purposes selected. Hovering over the link will display the list of the loan purposes.

Roles: The roles selected within the distribution group are grouped together and displayed in the form of a blue link with the count of the number of roles selected. Hovering over the link will display the list of the roles selected.

Supervisors: If a supervisor is selected within the distribution group, the supervisor’s name is displayed in this column.

Agents: Agents selected within the distribution group will be displayed with the count in a blue link. Hovering over the link will display the list of the agents selected.

• Click on ADD button to create a new distribution group

• Click on Edit (pencil) button to edit the existing distribution group

1.1 Filter type of each column

2. Create a new distribution group

• Name

  • Name the group

  • Requires at least 5 to 28 characters

• Description

  • Information about distribution group

• Distribution Filters

  • Specify restrictions using the filters, if no filters are defined, all users will be included in the group

    • Required State License

      • If turned on, leads will be distributed based on state licenses

    • Required Login

      • If turned on, leads will only distribute to agents who are logged into Insellerate

• Dropdowns

  • Selects user based on fields defined in user registration

    • Loan Type

    • Loan Purpose

    • Roles

    • Supervisors

    • Agents

• Manually selecting agents from the Agent dropdown overrides all other dropdown filters

• Preview

  • All selected agents displays in preview table