Overview
The Lead Handling Agent toggle gives you dealership-level control over outbound lead engagement — no need to contact your Fullpath team to pause or resume automated outreach. Whether you're closing for a holiday, bringing on a new BDC team, or running CRM maintenance, you can turn the Agent off in a few clicks and know exactly when it's safe to turn back on.
Every change is timestamped, attributed to the user who made it, and synced automatically to Salesforce and the Fullpath Portal — so your team always has a clear record of when and why outreach was paused.
How It Works
The toggle has two states, and the switch takes effect immediately — there's no processing delay or scheduled cutover.
| State | What Happens |
|---|---|
| Enabled | Operates normally — processes incoming leads, initiates contact, and manages active conversations per your configured settings. |
| Disabled | All outbound SMS and email stop immediately. Active conversations pause — no follow-ups or replies go out. Incoming leads are not processed or contacted. |
Common Use Cases
-
Dealership closed for a holiday or event: Pause the Agent to avoid outreach when no one is available to follow up on human escalations.
-
Staff transition or onboarding: Pause while reconfiguring prompts or onboarding a new BDC team.
-
CRM or integration maintenance: Prevent leads from being contacted while your CRM data may be incomplete or inaccurate.
Audit Log and Visibility
Every status change — on or off — is logged with a timestamp and the user who made it, and synced automatically to Salesforce and the Fullpath Portal, giving your Fullpath team full visibility into when and why the Agent was paused or reactivated.
Where to Find It
Platform Management → Lead Handling → General
Direct link: https://dashboard.fullpath.com/settings/lead_handling/general
How to Use It
Disable the Agent
- Navigate to Platform Management → Lead Handling → General.
- Locate the Lead Handling Agent toggle at the top of the page.
- Click the toggle to turn it off.
- Confirm in the modal that appears — this step prevents accidental shut-offs. The Agent stops all outbound messaging immediately.
Re-enable the Agent
- Navigate to Platform Management → Lead Handling → General.
- Locate the Lead Handling Agent toggle.
- Click the toggle to turn it on. The Agent resumes normal operation immediately.
Assigned Conversations View
Salespeople no longer have to dig through every conversation to find their own leads. The Assigned Conversations View is a dealership-level setting, on the same Lead Handling General settings page, that limits what a salesperson sees in Lead Handling to just their assigned conversations.
How It Works
When the setting is on, a salesperson sees only conversations where the latest Lead Handling lead is assigned to them, plus any unassigned conversations. Admins always see every conversation, whether the setting is on or off.
| Setting | Salespeople See | Admins See |
|---|---|---|
| Off (default) | All conversations | All conversations |
| On | Conversations where the latest Lead Handling lead is assigned to them, plus unassigned conversations | All conversations |
Turn On Assigned Conversations View
- Navigate to Platform Management → Lead Handling → General.
- Locate the Assigned Conversations View toggle.
- Click the toggle to turn it on. To return to showing all conversations to everyone, turn it off.
Frequently Asked Questions
What happens to leads that come in while the Agent is disabled?
They won't be contacted automatically. Depending on your workflow, you may want to manually follow up on any leads received during the downtime.
Who can change this setting?
Users with Edit or Admin permissions in the Fullpath Dashboard can access Platform Management settings.
Where can I review a full history of status changes?
Contact your Customer Success Manager if you need to review the audit history beyond what's visible in Salesforce or the Fullpath Portal.