Hi there, here soon we will start auto generating leads to our clients in live time. My question is, is it possible to set something up so when they click on view lead in their inbox. It will show this screenshot I have attached. I would only want our clients to see their own leads, but able to use the features that inbound now has to the fullest without having access to our WP and so on?
I know Inbound Now does have an API, so who knows maybe there is something already design/develop to pull that back like it does in WP?
We have a private asset called Inbound Agents where we can assign leads. The documentation is non existant and only one other person is currently aspiring to use it. I’m happy to let you beta test it and see if it can solve your need.
You should be able to use that filter to write a PHP hook to modify the link. Or write in your own template. I think there’s a lot of available data in the globally available $_POST array at this point in processing so you could just write a brand new template if you wanted.
The agent thing, how does that work. Do they see the leads inside the wordpress or do they see the leads (outside of the wordpress). Trying to get something setup where it’s white labeled under our brand (if possible).