Clarification Needed: Assigning Enquiries to Negotiators

[sanjayisg]

Hi There,

We have, for example, two negotiators in one office. In the current setup, if we have two forms for the same office, I would like the inquiries from form 1 to go to negotiator 1 and inquiries from form 2 to go to negotiator 2.

Currently, we can only send inquiries based on the office in the post-enquiry API, as shown below:

{ "title": "Mr", "forename": "John", "surname": "Smith", "position": "renting", "enquiryType": "salesApplicant", "message": "Sales enquiry from Rightmove for 10 High Street, Solihull", "officeId": "OXF", "marketingConsent": "grant", "sourceName": "Rightmove", "homePhone": "01234 567890", "workPhone": "01234 567890", "mobilePhone": "07890 123456", "email": "example@email.com", "address": { "buildingName": null, "buildingNumber": "15", "line1": "Example street", "line2": "Solihull", "line3": "West Midlands", "line4": null, "postcode": "B91 2XX", "countryId": "GB" }, "buying": { "priceFrom": 0, "priceTo": 0 }, "renting": null, "bedrooms": null, "propertyIds": [ "OXF190012" ] }

Please let me know how I can assign an enquiry to any negotiator.

Thanks,

Sanjay Gupta

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[AshDeeming]

Hi @sanjayisg Currently enquires can be assigned to an Office only - to be picked up by any users within that Office

I'll turn this ticket into a feature request for further review

[sanjayisg]

Hi Ash,

Thanks for your comments, this feature will help us a lot in inquiry distribution, do let me know when/if this added.

Thanks,

Sanjay Gupta

[plittlewood-rpt]

Hi @sanjayisg please can you let me know which customer(s) you are working on behalf of. I will log this with our CRM product team. Until support for this is added in the CRM, it cannot be added to the APIs. Thanks

[plittlewood-rpt]

Internal product ticket ref PBI-5340

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[sanjayisg]

Hi,

it is possible, see this confluence ticket

https://reapit.atlassian.net/wiki/spaces/RW/pages/1933082650/Assign+manage+internet+registrations+portal+leads you would like the “Assigned To” field exposed or able to be assigned (attach the image if easier)

Thanks,

Sanjay Gupta

[plittlewood-rpt]

Thanks - the problem we have here is that it's configurable which makes it difficult to expose via the API. I'll liase with our product owners to try and establish why this can't just be enabled wholesale. Thanks