Authorized roles: Director
Steps to follow:
1 - Click on the username in the upper left hand corner.
2 - Click on.
3 - Go into the "Preferences" section.
Lead Xpress options:
These options affect the flow and alerts related to Lead Xpress.
Untreated lead alert:
Once this alert is activated, advisors can select it in their user profile in order to receive a notification for pending web leads. This option can only be activated if "Lead Xpress priority" is disabled.
- Frequency: Indicates the alert delay for pending leads.
- Repetition: Indicates the number of alert repetitions for pending leads.
- Schedule: Indicates under what schedule the pending lead alert will function.
Lead Xpress priority:
Determines the priorities' allocated response time for the Lead Xpress flow.