Assigning Leads

SCP · #**1 Assigning Leads** 10-07-2009, 12:14 PM

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 · #**2 Re: Assigning Leads** 10-07-2009, 12:29 PM

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 · #**3 Re: Assigning Leads** 10-07-2009, 12:50 PM

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 · #**4 Re: Assigning Leads** 10-09-2009, 11:29 AM

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 · #**5 Re: Assigning Leads** 10-09-2009, 01:20 PM

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 · #**6 Re: Assigning Leads** 10-11-2009, 07:29 PM

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

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