1.
Are you facing an issue in
Searchable Dropdown Import?
Answer: A Searchable Drop down while importing with more options then it will not show up in the text area it is application behaviour
Answer: A Searchable Drop down while importing with more options then it will not show up in the text area it is application behaviour
2.
I’m facing a Quick Search issue
in Manage Leads
Answer: The Secondary email address field is a Text type field. Since the tenant is an ESS tenant it’s searching for the exact match. So in order to get the exact lead with a secondary email address, search the email with double quotes.
Answer: The Secondary email address field is a Text type field. Since the tenant is an ESS tenant it’s searching for the exact match. So in order to get the exact lead with a secondary email address, search the email with double quotes.
3.
My Lead Details are not
updating
Answer: The user does not have access to update lead fields hence values are not updated the permission check was missed from L2.
Answer: The user does not have access to update lead fields hence values are not updated the permission check was missed from L2.
4. How can the
task owner be changed automatically when the lead owner is changed?
Answer: We can get the
‘UserTask_Update_OnLeadOwnerChange’ feature enabled in tenant management
5. In the client’s account under
the tasks tab on lead details page, there is no “completed by” task
field visible for completed tasks.
Answer: Please raise a request to SRE to enable
the “completed by” feature for Tasks in the account.
6. If the Lead share is revoked
after giving lead share access to one user but still if the user is able to
access the lead, then below is the explanation for the same.
Answer: The Lead is shared with a user based on activity
A and a revoke request is raised based on Activity B. Since there is no share
in the context of Activity B, the revoke in the context of Activity B is
invalid, hence its showing the request as the processing we do have some issues
in displaying the status of request when improper requests are made, these
are existing log issues.
7.
Why I am not able to restrict
Lead Age field under permissions for my sales users?
Answer: Lead Age is not a field; we are storing
data there. We are calculating it; it is a calculated field. Hence it will not
be restricted.
8.
Why is the lead email id being
captured under lead name field?
Answer – When lead is created without giving the lead name
then lead name field default takes lead Email ID or the phone number.
9 A client by mistake does a Lead Import and the client wants to pause the deletion.
Answer – From SRE team we can pause the deletion of list (lead) which is “In Queue” and required details will be the time stamp of the lead import which is in queue.10. Question: Lead distribution is not working as per round-robin logic and leads getting distributed simultaneously to the same user at a few minute’s time difference instead of going to the next available user as per availability status.
Answer: Kindly note that if suppose the distributed card user assignment is given as per team, and that team contains 6 users in which suppose there was simultaneous lead distribution is noticed for one user at the same time, this is because if any user among 6 users check in/check out at a particular time where the distributed card is executed in automation at that time the system considers whoever the last person user the opportunity got distributed that same user gets again the distribution of opportunity. This is the behaviour of our backend system whenever user availability is checked for automation.
11. Question: After importing Leads with the necessary Lead quality criteria setup, after importing the Leads the Lead quality score is not reflected even though the criteria satisfies the given conditions. Sometimes we also noticed there is a lot of delay in reflecting the Lead quality score after importing the Leads. While manually setting up the criteria upon Leads the Lead quality score calculation reflects immediately upon the Leads.
Answer: This is expected for Imported leads or in case of any quality profile changes. The back-end service calculates the score for the leads. 4hrs is the frequency of the service which means 4hrs of delay could be expected to reflect the lead quality score while importing the leads.
12. Question: Why we are unable to see the “Delete all Leads” option in the Refreshable lists?
Answer: In the refreshable list type, we do not get the “Delete all leads” option. This is an expected behaviour.
13. Question: Why automatically the task owner not getting changed even after enabling the Task owner change on the Lead owner change?
Answer: There is a Pre-condition for this event (Change task owner on lead owner change) to get triggered. The lead owner and task owner should be the same before changing the Lead owner otherwise the event won’t pick the tasks to change the owner. This is expected behavior.
14. Question: The client imported leads via CSV and the import request message shows 86 Leads as ignore leads out of 1288 Leads. Also when we checked the CSV file the file showed only 8 Leads as unprocessed. The import was done by selecting the “Update only empty fields of duplicates” option.
Answer: Ignored lead in the report means,
1) These leads had nothing to be updated in any of their empty fields ( as selected in the import process) and nothing was updated for these 86 leads. Therefore these leads are ignored and no operation is carried out.
Note: The same lead can be processed and Ignored at the same time. If a lead is both processed and Ignored it means. it was picked to update its empty fields but since there was no valid data to update in the empty field the operation did not happen and the lead was ignored from the import process.
15. Question: Why is the lead origin captured as “Web:Email:One2One”?
Answer: Lead is captured with lead origin “Web:Email:One2One” when a new email id is passed in cc while sending email to existing lead.
16. Question: What needs to be done if leads are not being searched by phone number?
Answer: You can reach out to the dev team and get the setting “Fuzzy Search” enabled to search for phone numbers in tenants where the leads are not being searched by phone numbers.
17. Question: How 2 search for 2 leads at a time?
Answer: You can use the global search and you will have to separate the leads phone numbers with a space while searching.
18. Question: I have Created a custom Field and I have made that field Unique and primary search key but while searching it always shows no result found.
Answer:The tenant is a DB tenant hence you are not able to search with the custom lead field. As discussed, please connect with SRE and get the tenant onboard to ESS. After onboaring the tenant to ESS click on the Include in Quick search option for the field. Then you will be able to search with the desired field.
19. Question: Why is lead Captured with Web:Email:One2One’ as the Lead Origin?
Answer: Lead is captured with lead origin “Web:Email:One2One” when a new email id is passed in cc while sending email to existing lead.
New lead will be created with email id which is passed in cc and origin for that lead will be “Web:Email:One2One”.
New lead will be created with email id which is passed in cc and origin for that lead will be “Web:Email:One2One”.
20. Question: Why Notes field value not visible after lead import?
Answer: The Notes field needs to be added under the lead form to extract the notes field value when importing.
If in Advance search you are not getting “Is Not” option then the tenant needs to be moved to ESS.
Solution: If you are using SA secret key and access key, instead of this you can use the admin access key and secret key to delete the lead where it should be GET method, raw data and JSON format.
22. Q&A: The Lead share limit can be increased upto 10k from bilings. But check once with the Developer (Platform) team if it is ok to raise upto 10K.
23. Question: Client mentioned that the Delete all leads were not visible in the actions of the list.
Solution: Disable ‘Delete all Leads’ static List Action if Delete all leads is not present in actions of the list.
24. Question: How to include custom field in manage leads search-
Solution: Include the same field in “include in quick filters”
NOTE- Only 10 quick filter fields can be added in one account.
25. Question: Why we are not able to retrieve the lead (Get lead by email ID API) using the email which has “+” in it? (eg:- amit+10@easywebinar.com)
Solution: We cannot pass + as data in a URL. As they are reserved characters. It has to be passed as percent encoded “%2B” as per URL encoding standards.
26. Scenario: When providing View Access for the Lead Share operation via Agent popup, there is an issue that arises when this duration is only for 1 minute. This causes high stress on the lead share engine and can often lead to these requests getting stuck in P
