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Unassigned Leads

Unassigned Leads

Owned by Romina Chu (Unlicensed)
Last updated: Aug 16, 2024 by Rebecca Kornblum
4 min read

Description

The Unassigned Leads section contains prospects that have not been successfully distributed. The unassigned leads that are visible to you depend on your state licensing, branch permissions, loan purpose types, and loan types.

This article describes unassigned leads:

How to View Unassigned Leads

  1. Click inFlow 2.0 from the inFlow dropdown list.

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  2. The Lists section of the Menu Panel includes Unassigned Leads. (It is one of the four default options.) The number shows how many leads are included.

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  3. Click Unassigned Leads in the Menu Panel to open the list of unassigned leads in the Record List Panel.

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How to Assign an Unassigned Lead

All unassigned leads have a Take button which allows you to assign a lead to yourself.

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Unassigned Leads List Icons

There are five green icons in the top right of the list of unassigned leads. These icons allow you to affect the view of the list.

  • Number of Assigned Leads
    Lists the number of unassigned leads. The count automatically refreshes when a prospect is taken.

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  • Refresh
    Refreshes the list of unassigned leads.

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  • Save
    Saves the current list of unassigned leads based on the columns in that view. When you log back in, the same view will open.

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  • Load Saved View
    Loads a saved view of unassigned leads.

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  • Clear Saved View
    Clears the current saved view of unassigned leads.

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Default Columns

These columns open by default in the Unassigned Leads in the Record List Panel.

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Column Name

Description

Column Name

Description

Lead

First and last name of the lead

Post Date

The date and time the lead was posted to the campaign via lead post or campaign upload

Campaign

The campaign to which the lead was posted

Loan amount

The Loan Amount- First mentioned in the lead details when the lead was posted

Phone

The mobile phone number of the lead

Property State

The state in which the property is as mentioned in the lead details when the lead was posted

Property Zip

The zip code of the property address as mentioned in the lead details when the lead was posted

Mailing State

The mailing state of the mailing address as mentioned in the lead details when the lead was posted

Additional Columns

These additional columns can be selected in the Unassigned Leads in the Record List Panel.

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Column Name

Description

Column Name

Description

Proposed Loan Amount

The Proposed Loan Amount- First value mentioned in the lead details when the lead was posted

Current Loan Amount

The Initial Loan Amount- First value mentioned in the lead details when the lead was posted

Proposed Loan Purpose

The Proposed Loan Purpose - First value as mentioned in the lead details when the lead was posted

Current Loan Purpose

The Current Loan Purpose - First value as mentioned in the lead details when the lead was posted

Loan Rate

The Loan Rate - First value as mentioned in the lead details when the lead was posted

Home Value

The home value as mentioned in the lead details when the lead was posted

LTV

The loan-to-value ratio mentioned in the lead details when the lead was posted

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