This option allows you to see either all Leads, if logged in as Admin, or all Leads assigned to you, if you\u2019re another type of user, whether that be a SN, AH, etc, the options available to you, will depend on what type of use you are.<\/p>\n\n\n\n
The screen has the following headings;<\/p>\n\n\n\n
Date\/time\/source:<\/em><\/strong> Lead Name:<\/em><\/strong> Type \/ Stage:<\/em><\/strong> Processing As:<\/em><\/strong> Assigned:<\/em><\/strong> CRON:<\/em><\/strong> View<\/em><\/strong> Audit<\/em><\/strong> This option allows you to see either all Leads, if logged in as Admin, or all Leads assigned to you, if you\u2019re another type of user, whether that be a SN, AH, etc, the options available to you, will depend … Continue reading
This tells you the Time & Date the Lead arrived in the system and from what LP, together with both the Leads actual # and its encrypted #<\/p>\n\n\n\n
This is the First and Last Name of the Lead,<\/p>\n\n\n\n
This tells you the current status of the Lead, whether it is \u201cFOR SALE\u201d on the Investor site, or \u201cNOT LISTED\u201d, it also tells you the Primary WF being executed against the Lead.<\/p>\n\n\n\n
This tells you what is currently being processed against the Lead from an automation point of view, for example \u201cType \/ Stage\u201d may indicate its a \u201cNPB – BMV Investor\u201d Lead, however, this column may indicate \u201cIn House – Override WF\u201d, this means, that an override WF has been assigned and is currently being executed, so deviating from the WF associated to the \u201cType \/ Stage\u201d, simply put, this allows the system to process two WF against a Lead at the same time. See the \u201cAdvisor Process\u201d section for more information.<\/p>\n\n\n\n
This tells you what user is allocated to the Lead, it may also say \u201cCRON MANAGED\u201d if no user is assigned. By clicking either the User Name or \u201cCRON MANAGED\u201d link you can manually Assign as user to the Lead. Typcally the system will automatically assign a SN to Lead<\/p>\n\n\n\n
This gives you an indication as to what the CRON Automation is doing, whether its \u201cPrsg\u201d ( GREEN ) , i.e. Processing, or has a \u201cPrsg – Delayed\u201d ( YELLOW ), i.e. a Delay or a \u201cFAILED\u201d ( RED) status has occurred.<\/p>\n\n\n\n
Clicking \u201cView\u201d will take you to the Lead, see \u201cFactFind Details\u201d section<\/p>\n\n\n\n
Clicking \u201cAudit\u201d is a short cut to the Audit tab, see \u201cAudit\u201d Section<\/p>\n","protected":false},"excerpt":{"rendered":"