Faster methods for claiming unassigned leads

Andrew shared this idea 19 months ago
Under Consideration

We've been looking for ways to streamline the task of claiming ownership of new leads, and a few ideas came up:

  • In analogy with the automatic self-assignment that happens during the initial edit of a lead, also self-assign when sending a manual email to a new/unassigned lead.
  • Offer a one-click "Assign to Self" button that doesn't require opening the edit screen.
  • Allow setting the sales rep via the API.

For our purposes, having just the API call would be sufficient and most useful.

Best Answer
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Good ideas, thanks.

For now you can use api4 to set the sales rep by passing in &salesrep=ID OF WORKER


One other thing that's changed in api4 is the way line-item fees are passed over:

// &fees=Name:Amount:Type:TaxRate,Name2....
// example: Staff Costs:0.00:staff:6.750,Discount:0.00:manual:6.750,Delivery Fees:22.85:distance:6.750,myfee:100.00:manual:6.750

Comments (2)

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1

Good ideas, thanks.

For now you can use api4 to set the sales rep by passing in &salesrep=ID OF WORKER


One other thing that's changed in api4 is the way line-item fees are passed over:

// &fees=Name:Amount:Type:TaxRate,Name2....
// example: Staff Costs:0.00:staff:6.750,Discount:0.00:manual:6.750,Delivery Fees:22.85:distance:6.750,myfee:100.00:manual:6.750

photo
1

Perfect, thanks!

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