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- A Super Admin’s Pipeline has the following features: The Pipeline Page encompasses three main features:
- Leads
- Loans
- Partner Leads
To add Partners click the link below:
To Add Partners In Pipeline
Leads :
Loans:
Partner leads:
Trash feature of pipeline
Campaign Activity for Leads/Loans in Trash
When leads or loans (files/contacts) are moved to the Trash in MLOFLO, it's important to note that all active campaigns associated with those leads/loans will continue to run for a period of 30 days. During this 30-day window:
- Campaigns are still triggered: Any automated marketing or communication campaigns tied to the leads, loans, or contacts will remain active and will continue to send out communications as scheduled.
- Access to Files by Borrowers and Partners: Even though the lead/loan file is in the trash, borrowers and partners can still access the files during this 30-day period. This ensures that any crucial information remains available until the file is permanently deleted.
- Permanent Deletion: After the 30-day period, if the leads/loans have not been restored, they will be permanently deleted, and all associated campaigns will stop.