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To access your inbound routing logs, click on the Inbound in your left nav bar. Routing Log Inbound 1 Pn The latest sessions are listed on the right sidebar. To access a specific session, you can click to expand and view a specific session. Routing Log Inbound 2 Pn Alternatively, you can also use the search bar to find specific records or to curate lists. Routing Log Inbound 4 Pn The search options are as follows: Once you’ve filtered based on these options, you should be able to view/export the list of records that match your filter. To inspect a specific record, click on it to expand. Any specific record should have the following blocks for a qualified prospect: Routing Log Inbound 6 Pn
Use the navbar to click and zoom in on a specific block eg: Meeting Details. Routing Log Inbound 7 Pn To inspect the routing flow click on the specific rule. Routing Log Inbound 8 Pn Clicking on the rule should expand the criteria that was set up. The conditions marked in green were succesfully met while the ones in red didn’t, hence not assigning through that rule. Routing Log Inbound 9 Pn