Assigning Leads

[SCP]

I can not see leads that are assigned to me (agent). I can see the lead if I do search while logged in as myself.

Thanks

[jessiesc]

Use the calendar. if you are not seeing leads assigned to you it may because the lead came on a different day.

We have the same issue and using the calendar fixes it for us.

[SCP]

The lead was from yesterday. I typically review the leads by clicking the "This week's leads" option. However, any leads assigned to me to do not show. Seems like a bug.

[Aaron]

Hi Shane,

When you see this issue - are you logged in with the "admin" user?
I think the issue you are having is because you are in "Current Mode" ... ( which will cause it to show only the leads assigned to that admin) .... try clicking "System Mode" - on the bottom right of the screen and see if that works.

Thank you,

[SCP]

Aaron,

I was signed in as Admin and assigned a lead to the user Shane. I logged in as Shane and could not see the lead. When I click System mode when logged in as Shane, I do see the leads. Is this correct?

Thanks,
Shane

[Adam Robinson Sarasota]

Shane,
You should only see the system mode button when loggend in as an admin. If you are logged as an agent the system mode button should not be there.
Adam