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Faster methods for claiming unassigned leads

Andrew K. shared this idea 6 years 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 (1)

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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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