Category
Live Claim
About Live Claim
The Live Claim feature in Zenroute streamlines the process of assigning leads and other objects to users dynamically. When a lead is assigned to a queue, a popup notification is displayed, allowing users to claim the lead in real-time. This ensures efficient lead management and quick response times.
Using Zenroute, the Live Claim process is not limited to leads; it can also be applied to other objects within Salesforce. By leveraging flows and calling the invocable method (Live Claim API), you can enable popups for various objects, making the process adaptable to your specific needs. This functionality enhances the flexibility and responsiveness of your Salesforce environment, ensuring that your team can manage and claim assignments efficiently.
Navigating to the Live Claim
To access the Live Claim module, follow these steps:
Navigate to the Zenroute record in Salesforce.
Go to the Zenroute Side Panel.
Check the "Live Claim" detail for the desired information.
