✔ Assign GHL to user based on location
Completed by Alyssa W.
- Assigned to
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Isaac K.
- Notes
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Isaac,We need to continue to build out GHL for Skinney. We need to start in two phases.1. Can you assign the leads to the sales reps based on location. So if the lead is marked a certain location you will assign that lead to the sales directorFlatiron - Sarah Bonner57th NYC - Patarica GilesSaks NYC - Christi AldridgeMiami - DashaHouston - KatieUnknowns - leave alone for nowNYC / Unknown - a location in NYC but not designated which location - Sarah, Patricia, Christi.2. When new leads come in can we auto-assign them to the directors moving forward based on their
For some unknown reason. I just logged in and the phone numbers are not showing. It just shows the pre-loader. I will work with their support team.
#1 I was able to get the phone numbers not showing up issues fixed. They are appearing fine now in their account.
#2 Purchased different phone numbers for each location and assigned them to the respective staff member
#3 Set up phone forwarding from GHL number to their respective location office phone number and also the call recording feature on all the phone numbers.
#5 Set up triggers for all the locations form to assign the new leads to the respective staff member.
#6 Connected the Houston and Miami location popups to the respective assigned staff member.
Still working on NYC popups and all the GFs.