How to Assign a Specific User to Receive All New... Populated Leads in YGL
Transcription
How to Assign a Specific User to Receive All New... Populated Leads in YGL
How to Assign a Specific User to Receive All New APFM AutoPopulated Leads in YGL 1) Select “Administration” on the home dashboard 2) Select “Set APFM Auto-Assigned Lead” 3) A pop-up window will appear – please select the correct property 4) After selecting the specific property, please choose which username will be assigned to all APFM referred auto-populated leads. This person will be listed for any APFM auto-populated leads as “Who Took Inquiry” as well as any tasks associated with those leads (i.e. APFM Follow-Up tasks) If you prefer that the “Who Took Inquiry” remained as “unassigned” until designated, please select “-Unassigned-“ . Please note that if you select “Unassigned” for Auto APFM Lead Assignment, the system will choose at random a property user at that specific property to assign tasks to. 5) Select “Save”