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Faster methods for claiming unassigned leads
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.
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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:
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:
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:
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:
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