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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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