Knowledgebase: Settings
User Group Lead Distribution
Posted by on 14 March 2017 11:00 AM

Clients have the ability to distribute leads based on a Loan Officer, Agent, etc, that is selected on a specific form by using the User Group Field available in the form builder. By adding a User Group field to a form, any current lead distribution will be overwritten. The user that is selected when a form is completed and submitted will be the user that receives the lead.

Creating a User Group

Before you can add a User Group Field to a form, you need to create a User Group. To create a User Group:

  1. Click on the Settings section in the Admin Panel, and then Users.
  2. Click the User Groups tab at the top of the page.
  3. Click the Add Group button.
  4. Enter a name for the User Group and click Create Group.
  5. You will be taken back to the User Groups tab. Click the Edit button for the group you created. 
  6. Add the users that you want to appear on the form question and to receive leads, then click Save Changes.

 

Adding a User Group to a Form

To add a User Group to a form, first go to the Forms section of the admin panel. Click on the Edit button next to the form you would like to add the User Group to. Click Edit this Revision on the pop-up that appears. 

You will see the User Group field available as a Special Field.

Click the User Group to add this field to the form. Drag the new User Group field to the desired location within the form. You can also drag and drop the User Group button directly from the Special Fields section.

 

Once your field is added, click on it to bring up the options available for that field. Select the User Group you created previously. Make any additional changes that are required.

 

Lead Distribution Notice

If you have completed the steps correctly, you will see the following notification in the Lead Distribution section of the admin panel for any form that uses the User Group Field for lead distribution. You may still add additional users to receive email and text message notifications for the form.

 

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