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The next tier is the Sheet Assignments menu. The fields are as follows:
1. Lead Capture Card: The default lead form you would like for this location
2. Script Lead Card: The default lead script you would like for this location
3. Customer Card: The default customer card you would like for this location
4. Location Gradesheet: The default location gradesheet (Performance Manager)
5. Employee Gradesheet: The default employee gradesheet (Performance Manager)
6. Tags & Variables: Tags will appear, for reference, at the top right corner of lead cards. Clicking Variables will pop up the custom variable editor
7. Follow up Rule: The default follow up workflow for the location
8. Collection Rule: The default collection workflow for the location
9. Call Routing Rule: The default call route for the location
10. Override Tracking Number: Whether you would like the displaying phone number when doing outbound calls to customers/leads to display as the number the customer/lead originally called (Dynamic) or a specific tracking number
11 Primary: To select whether you would like to use the lead script or the lead form (see points 1 & 2)
12. Card Assignments: This link opens up a lite window where you can select a different lead form/script card for each scenario
13. Settings: This link opens up a lite window where you can make Collections-specific modifications to your collections process
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