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User Group Lead Distribution
Posted by on 14 March 2017 11:00 AM
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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 GroupBefore you can add a User Group Field to a form, you need to create a User Group. To create a User Group:
Adding a User Group to a FormTo 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 NoticeIf 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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