How to reassign the leads?

How to reassign the leads?

To re assign the leads, follow the steps given below:

Step 1:
       Select the Admission plus CRM module then select the
       Re assign Leads under the Call Center menu.
(Admissions Plus CRM ---> Call Center ---> Re assign Leads)

Step 2:
        Select the Academic Year, Branch, Contact Source, status
        then click on Get.

Step 3:
        Choose the leads, update the lead and then click on Assign.

    • Related Articles

    • How to assign leads to call center agents?

      To assign the leads to the call center agents, follow the steps given below: Step 1: Select the Admissions Plus CRM module, then select the Assign Leads to CCE Agents under the Call Center menu. (Admissions Plus CRM ---> Call Center ---> Assign Leads ...

    • How to inactive call center agents?

      To inactive call center agents, follow the steps given below: Step 1: Select the Admissions Plus CRM then choose Manage Leads under the Call Center menu. (Admission Plus CRM ---> Call Center ---> Manage Leads) Step 2: Choose +Create Call Center Agent ...

    • How to create or edit call center agents?

      To create call center agents, follow the steps given below: Step 1: Select the Admission Plus CRM module and then select the Manage Leads under the Call Center Menu. (Admission Plus CRM ---> Call Center ---> Manage Leads) Step 2: Click on +Create ...

    • Can we assign leads to the counselors?

      Yes, to assign the leads to the counselors, follow the steps given below: Path 1 - can be accessed from the organisation level Step 1: Select the Admissions Plus CRM module and then select the Assign Leads to Counselors under the Call Center menu. ...

    • How to check call status wise enquiry leads report?

      To check the call status wise enquiry leads report, follow the steps given below: Step 1: Select the Admissions Plus CRM and then select the Call Status wise enquiry leads under the Call Center Reports menu. (Admissions Plus CRM ---> Call Center ...