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@sfletche
Last active November 3, 2016 22:21
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View existing Lead in SF
Click Clone
Make sure Lead Status is Unassigned
Change Lead Measure (to help differentiate in Champ) (NOTE: make sure lead measures will align with existing contractors)
Remove Location
Save
Trigger Availability Check
- System Information -> Lead Owner -> Change
- Queue / Homeowner Availability Queue
- Save
- See Available Programs section displays Lead Programs (might need to refresh a few times)
Create New Contractor Routing History (NOTE: will happen automagically after Availability check is run)
- select Location (Artifex)
- select Action (Offered)
Set Location on Lead (Artifex) (NOTE: will happen automagically as well)
Save
View Lead in Champ
- /pipeline/leads?location=a0Oe0000007ezs3EAA&archived=0
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