How to Assign a Specific User to Receive All New APFM AutoPopulated Leads in YGL
1) Select “Administration” on the home dashboard
2) Select “Set APFM Auto-Assigned Lead”
3) A pop-up window will appear – please select the correct property
4) After selecting the specific property, please choose which username will be assigned to all APFM
referred auto-populated leads. This person will be listed for any APFM auto-populated leads as
“Who Took Inquiry” as well as any tasks associated with those leads (i.e. APFM Follow-Up tasks)
If you prefer that the “Who Took Inquiry” remained as “unassigned” until designated, please
select “-Unassigned-“ . Please note that if you select “Unassigned” for Auto APFM Lead
Assignment, the system will choose at random a property user at that specific property to assign
tasks to.
5) Select “Save”