When a lead is assigned to a team member via routing rules, a couple important things happen:
- Leads will be shared with the assigned team member. Any update made by the assigned team member to the lead will be visible to the team leader (and vice versa).
- The team member will receive a push notification that they have received a new lead.
Note: The team member must have downloaded the PA App to receive push notifications. You can read about how to download the PA App by clicking here.
- An auto-response email will be sent to the consumer from the team member if the team member has chosen to use this option.