My Applications
A comprehensive list of all the leads assigned to a particular RM is displayed with their details such as id, Signzy id, name, email, phone number, the date on which the lead was created as well as the status of the leads.
This list can also be downloaded by clicking on the 'Download Leads' button. A search option is also present to see the details of a particular lead if required.
The application/lead can also be reassigned to some other RM in case the RM to whom the lead is presently assigned is unavailable due to certain circumstances.
The reassignment of applications can be done in a few simple steps:
- Enter the onboarding ID of the lead in the specified box. If multiple applications have to be reassigned, then the onboarding IDs can be entered separated by commas.
- Select the name of the manager to whom the lead will be reassigned.
- Click on the 'Reassign Application' button.
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].