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Enhanced lead manager This is a forum for discussion of the "enhanced" version of the REW CMS 2.0 lead managemer. This is not included in previous CMS 2.0 installs and is still in beta - you would know if you had it as you would be a beta tester.

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Old 10-07-2009, 12:14 PM
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Default Assigning Leads

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
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Old 10-07-2009, 12:29 PM
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Default Re: Assigning Leads

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.
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Old 10-07-2009, 12:50 PM
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Default Re: Assigning Leads

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.
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Old 10-09-2009, 11:29 AM
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Default Re: Assigning Leads

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,
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Old 10-09-2009, 01:20 PM
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Default Re: Assigning Leads

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
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Old 10-11-2009, 07:29 PM
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Default Re: Assigning Leads

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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