LeadX 2.0.3 version onwards, the The Cross Silo new feature is implemented for better user experience. This feature helps multiple child organizations feature enables multiple Child Organisations to generate and exchange the leads Leads between one child organization to another.
Allows Lead generator of Child Organization to Create Lead
Manager handover to other Child Organization, Manager of other Child Organization receives the LeadOnly the Manager of each Child Organisation can send and receive the Leads.
A notification (Sales Feed) is generated for other each Child Organization
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Organisation
The Parent organisation is not involved in this process.
The below image shows you how the Cross Silo Scenario works.
| Note |
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Cross Silo |
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is only enabled |
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when you have 2 or more Child Organisations. |
The Parent Organisation has to give permission in the settings to enable the Cross Silo feature.