This screen is where you can find a list of all Leads that have been Distributed to you so that you can Assign them to a Sales Rep. You can find this screen by clicking on the Leads menu at the top of any screen in AccuLynx, and then selecting My Distributed.
You can only see this menu option with a Role of Office or higher.
- You can sort the list by clicking any of the Filters on the left.
- If you have a specific Lead you are looking for, you can type part, or all of the name in the search field at the top left of the screen under the Filters column.
- If you want to view some, or all of the Leads on a Map; check the box to the left of the Leads you want to view (or check the box at the top left of the Results column next to the Actions drop down.), and then click on the Actions tab at the top and select View on Map.
View on Map
From this screen, you can see all of the Leads you selected geographically.
- By clicking Nearby Jobs at the top of the Map, you can Filter the view on the Map by Leads, Prospects, Active and Closed Jobs.
- Finally, if your Organization has enabled the Storm Analysis option, you will be able to overlay Storm Reports on the Map by clicking on the Storm Analysis drop-down menu at the upper right of the map, and then selecting the storm that you want to view. To learn more about enabling Storm Analysis, please click here.
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