Send A Lead to BrassRing

Abstract

Product: Lead Manager

Send A Lead to BrassRing

Relevant eLearning:

Process

1. Open a Lead Profile.

2. Select the down arrow.

3. Select Add to BrassRing Requisition, or BrassRing Folder.

4. For Requisitions

   • A list of BrassRing requisitions opens. Check the requisition to add the lead to.

   • Select Submit.

     

   • A confirmation message displays whether the action was successful or not. Select OK.

5. For Folders

   • A list of your BrassRing folders opens. Check the folder to add the Lead to.

   • Select Submit.

     

   • A confirmation message displays whether the action was successful or not. Select OK.