Accessing points
This capability can be accessed through Homepage MSP as showed below :
Detailed Capabilities
The Novecare Auto Abandon Leads that are Passed to Distribution are assigned manually to CS - Lead - Azelis - EMEA
Since only 'Frederique Felius' is the only MSP user member of the queue, only she will be able to see the leads in the homepage through Team Leads - Not Assigned list view:
User can click 'View all' to go the list view in MSP and accept the lead or enter the lead directly by clicking on 'Company name':
Once Frederique Felius takes ownership or assigns the lead to another Azelis user another list view (My Leads) appears in MSP homepage for the user:
Users can swap between list views once they enter one of them:
Leads list view Team Leads - Not Assigned
This list presents all Leads passed to distribution assigned to 'CS - Lead - Azelis - EMEA' public group.
It is presented in a table with the following columns :
- Lead number
- Company
- Question asked
- Country
- Name
- Type
- MSP Lead status
Leads list view My Leads
This list presents all Leads passed to distribution assigned to partner user.
It is presented in a table with the following columns :
- Lead number
- Name
- Company
- MSP Lead status
- Type
- Question asked
- Created date
Leads layout
The only editable field when leads is in the Azelis queue or the partner user is the owner are 'MSP Lead Status' and 'Feedback'
Data Model & Security
- Partner user are only allowed to edit MSP Lead status field and Feedback fields
- Leads business rules
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