Role Management - In Market Leads

Role Management - In Market Leads

The In Market Leads Role allows access to In Market Leads functionality.  

If ticked as Manager user will receive the daily In Market Leads Report email at 8am.

The visibility of In Market Leads is linked to the users status in the Manage Leads role.  If the user is ticked as a manager in the Manage Leads role they will see matches against leads from users they are a manager of (in the yards they have manager rights over). 

If not ticked as a Manager in the Manage Leads role the user sees matches against only the leads that are allocated to them.

The role defaults to show only that users leads when the screen is first opened, but this can be changed via the User dropdown.

In Market Leads appear in the screen when 
a.  A new listing is added and there are leads that match the criteria within In Market Matching or Preferences.  Note a new listing requires a price in order to match.
b.  An existing listing price is decreased and there are leads that match the criteria within In Market Matching or Preferences.

Listings will be restricted to any specified yards in the In Market Leads role and exclude brochureware.

Notifications
Notifications can be turned on and off at the role level via the 'Notifications To' drop down.  This can be set to;
  1. All
  2. User 
  3. All Managers


It is also possible to deactivate Notifications at a User level in the 'In Market Leads' role.  You can enable or disable for each user by ticking/unticking the 'Send Notification' check box.

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