How do I allocate a prospect to a salesperson?

To allocate a prospect to a salesperson, simply click on their name in the drop down menu that can be found on the prospect screen.

 Allocate.png 

Once selected, the prospect will automatically save and be assigned to the nominated salesperson.

Alternatively, you can also allocate your prospect from within the prospect screen using the drop down function.

Can I allocate prospects automatically? 

Yes, you can do this by clicking on the "Settings" toggle, followed by the "Prospect Allocation" icon, 

Settings_Auto_Allocation.png

The following screen will then appear, select the agent you would like to have prospects auto-allocated to followed by the save icon. This function will then run through allocating all leads to the selected users on a turn-by-turn basis.

AutoProspect_Allocatin.png

 

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