experimental-inbound-agents
Experimental asset. Creating an agent: Editing Agent Data: Deleting Agents: Creating Lead Groups: Setting Lead Group Limits: Cloning Lead Groups: Deleting Lead Groups: Adding Leads: Removing Leads: Transferring Leads: For transferring leads between groups For transferring leads between agents Assigning Agents to a form: The Inbound Agent Lead Interface: Example of moving leads from one group to another: Inbound Agents Settings: Lead Assignment Policy Cloning Leads When Cloning Groups Lead Group Form Limit Policy Note: Document under construction. What it does: This extension enables leads to be assigned to agents for handling. It streamlines form submissions by assigning leads directly to agents when the lead is created. And only agents assigned to the form are assigned the leads. This greatly simplifies the workflow by defining work roles more efficiently.
