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Knowledge Base |
Widget - Unassigned Leads
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This article will guide you in using the Unassigned Widget on your dashboard.
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
This widget will display any leads that have not been assigned to a specific staff member for followup purposes. From here, you can use the drop down to Select a Staff Member. If you would like, you may also select the Work It option next to a lead that is listed or click on their name to go to view their summary page and select options from there.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
The Unassigned Leads Widget
This widget will display any leads that have not been assigned to a specific staff member for followup purposes. From here, you can use the drop down to Select a Staff Member. If you would like, you may also select the Work It option next to a lead that is listed or click on their name to go to view their summary page and select options from there.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
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