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Store and team management

How are leads assigned to advisors?

Quick answer

The store manager defines branch and advisor rules for lead distribution. The assigned advisor receives the notification and the response status is tracked in the panel.

Steps to follow

  1. Quick answer: The store manager defines branch and advisor rules for lead distribution. The assigned advisor receives the notification and the response status is tracked in the panel.
  2. If the problem continues: If these steps do not solve it, submit a support request.

If the problem continues

If these steps do not solve it, submit a support request.

Steps to follow

  1. Check the related field on the screen and your account role.
  2. After saving, the updated status or notification appears on the relevant screen.

If the problem continues

If it continues, contact support with the screen URL, record/listing number and exact message.

Expected result: After saving, the updated status or notification appears on the relevant screen.

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