# May 29nd, 2023
Automatic Assign and Update Status for Qualified/In Process Lead Status When there's a lead with status Qualified or In Process, sales will add task to approach the user. When sales add task `CALL` and the task\_status response is `NO_ANSWER`, `CALLBACK`, or `BUSY` then system will automatically add new status `NONE_RETRY` to the task status and re-assign this lead to Pak Yonathan Lim. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FJulrY3QmXpULnnc9rI7d%2FScreenshot%202023-05-22%20at%2014.16.56.png?alt=media\&token=f0f7bc86-bad8-4303-a1a5-e5d8a6b8e5a4) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FWkc37lxUrfvGhATH0Sor%2FScreenshot%202023-05-22%20at%2014.20.15.png?alt=media\&token=26408601-96ec-4e29-ada1-538cd2b1ae2d)
Create Multiple Template Notification When we send a push notification to our client, we can send different template for each of the account based on what push notification selected. Example : from account A, user will receive a push notification about trading signal foreign exchanges only but from account B, this same user will receive a push notification about news and Crude Oil only. To create multiple template, you can go to Sales Tools -> Push Notif Apps -> Click `Notif Template` -> Create the template -> When successfully created then user can see the template on the list ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FyUjnOvf2bA3PNMAQrJk0%2FScreenshot%202023-05-22%20at%2015.11.05.png?alt=media\&token=833b2172-6b8c-4c4e-8aff-6da0b4cbc49e) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FGJwbC5wBXFEAmSARjAWg%2FScreenshot%202023-05-22%20at%2015.11.31.png?alt=media\&token=0231c8a7-dd9e-4ca8-8d23-f1c0fb1d7b5a) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FO0Tm0fyVNiN8naKibB8r%2FScreenshot%202023-05-22%20at%2015.12.11.png?alt=media\&token=a39f2022-4073-4326-a904-77ecfa8e3c27) To Edit the template, click the edit icon and update the data. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FJ3Cjb5eLecRji1XiwqNM%2FScreenshot%202023-05-22%20at%2015.12.52.png?alt=media\&token=5307013d-669f-4848-b7a9-9d63d46dec76) To Delete the template, click the delete icon and pop-up confirmation will appear, click Delete to confirm. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FCRtRuRuEnJIBtJtIw8IJ%2FScreenshot%202023-05-22%20at%2015.12.34.png?alt=media\&token=e053da9c-debf-42a2-8a3d-b93f911aada5) You can search the template before sending the broadcast by typing the template name. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2Fa8OxrG3yLsqXCglBhPHx%2FScreenshot%202023-05-22%20at%2015.13.09.png?alt=media\&token=15117447-9aca-40da-9389-0f14164ebdda)
Attachment on Leads Sales needs to add attachment on the leads they already followed up, to add the attachment sales needs to go to detail leads and go to Documents field. Click `New Document` and upload the file. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FVeeLgZe775j03MpliKhl%2FScreenshot%202023-05-22%20at%2015.35.49.png?alt=media\&token=66b87497-84bc-4575-8f70-3f115d79aff5) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2F78lS3LFI3tH42M9HIrA3%2FScreenshot%202023-05-22%20at%2015.36.04.png?alt=media\&token=dd2e02b8-7a7c-4cba-8af8-01b35f1afc61) ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2FiTXc156uWtITkZ3p4YVG%2FScreenshot%202023-05-22%20at%2015.36.30.png?alt=media\&token=e3b4a93e-5500-41a3-b656-5b057fbd35ee) To view the attachment, click on the View icon and it will open the attachment in new tab To delete the attachment, click on the Delete icon and pop-up confirmation will appear. Click `Submit` to confirm the deletion. ![](https://2956386150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvFIDgYJZjVR6TE8RehtK%2Fuploads%2F6B0TT00J2tOsKBmT7UbO%2FScreenshot%202023-05-22%20at%2015.36.48.png?alt=media\&token=d57ba024-1598-4af0-90b9-99be2e0dc02a)