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Delta Media Group Blog


Monday, November 26, 2012

Unprocess a processed Lead


The ability to unprocess a lead request has just been made available to Administrators within the Delta Platform.

This feature is located on the main Administrative Leads screen under the Processed Leads (see screen shots below) section.

What are the benefits for you as an Administrator?

There are times when a lead has been processed by either an Agent or by an Administrator and there is the need to re-assign the lead to an Agent and have them process the lead as a new lead. This feature gives Administrators this ability.

How do you unprocess a lead?

There are 3 steps to unprocess the lead, here are the steps.

Step 1

Log in to the DeltaNet™ and go to the 'Leads' section under 'Leads & Contacts' on the Admin side of the DeltaNet™ and scroll to the bottom, for the 'Processed Leads (Last 7 Days)'


Step 2

Click the 'View' button to bring up the Portfolio information.



Step 3

Click the 'Unprocess' button.


Clicking on the Unprocess button will create a log entry with the old Process Date, Last Action Date, and View Date. The entry will be viewable in the syslog for the lead.

FAQ's

Q. Can an Agent unprocess a lead they have mistakenly processed?
A. No, only an Administrator has access to mark leads unprocessed.

Q. How long do I have to 'unprocess' a lead?
A. You have 7 days after the lead has been processed.


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