Lead Allocation Standard Text

Lead Allocation Standard Text

Overview

When reallocating a lead from one user to another with the SMS notification option enabled, you can now choose from a standard text template. This ensures messages are clear, consistent, and accurate. To support this feature, a new standard text type has been created specifically for lead allocation notifications.

Provisioning

A new Standard Text template type has now been created "Lead Allocation"


  1. Type = Lead Allocation
  2. Standard Text Name
  3. Standard Text Content
  4. Oder to Appear
  5. Setting Active/Inactive
  6. Yards that this will be available to
  7. Users that will be able to use this Standard Text

Once a Standard text has been set up, this will now be available for selection in the Standard Text selection when allocating a lead to another user