The Lookup App by Agent Email feature allows users or system integrators to retrieve specific application data from the CRM system by searching for the application linked to a phone number, organization, and optionally the agent’s email.
In the updated version, an additional capability has been introduced where, if an agent email is provided, the system will attempt to assign the application to the specified agent in their lead role. This enhancement streamlines the assignment process by allowing direct assignment of apps during the lookup.
https://<dns for crm api>/lookup/app?phone=<PhoneNumber>&org=<ORG>&agentEmail=<email address>
Parameters:
Phone (required): The phone number associated with the application. This is used to locate the application in the system. Ex: 9561234598
Org (required): The organization code representing the tenant or company within the CRM system. Ex: bds
Agent Email: The email address of the agent to whom the system will attempt to assign the application. This parameter not only narrows the lookup but also triggers the system to assign the application to the provided agent. Ex: [email protected]
Example:
The enhanced Lookup Application by Agent Email feature in the CRM system allows for both efficient application lookup and agent assignment in one step. By passing the agent’s email during lookup, users can automate the process of assigning applications under the lead role, streamlining workflows and improving overall system efficiency.