This article will guide you through the process of assigning a lead admin in the ActivateOS provider system. By following these steps, you will be able to easily manage lead assignments and ensure efficient workflow within your organization.
Step 1: Accessing Lead Assignment Admin
1. Click on the "Admin" tab in the ActivateOS provider system.
2. Next, click on "Lead Assignment Admin" from the available options.
Step 2: Viewing Available Branches and Lead Types
Step 3: Selecting Lead Type and Assigning a Lead
1. In this section, you will see the branches that you have been granted permissions for, along with the different types of inspections or opportunities associated with each branch.
2. On the left column, you will find a list of people who can be assigned as leads.
3. Select the appropriate lead type from the available options.
4. Choose the person you want to assign as a lead for the selected lead type. For example, select "Service Inspection Lead Assignment" for the "Service Manager Demo Account".
Step 4: Saving and Confirming Lead Assignment
1. After selecting the lead type and person, click on the "Save and Return" button.
2. A green bar at the top of the screen will confirm that the lead assignment has been successfully updated in the system.
By following these simple steps, you can easily assign a lead admin in the ActivateOS provider system. This will help streamline your workflow and ensure efficient management of lead assignments within your organization.