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new_flag [2018/07/31 20:17]
brittany [Round Robin Implications]
new_flag [2019/05/22 17:54] (current)
corey Edited phrasing to match "Idle Lead Reassignment"
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   * Click the Clear New Flag button on the agent detail page   * Click the Clear New Flag button on the agent detail page
   * Sign in as the assigned agent (if the lead has been to assigned to an agent) and perform one of the actions listed below under **Agents**.   * Sign in as the assigned agent (if the lead has been to assigned to an agent) and perform one of the actions listed below under **Agents**.
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 +{{:​agent_new_lead_flag.png?​400|}}
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 ====Agents==== ====Agents====
-Agents see the Clear Flag Button ​only for new leads that are assigned to them. In order for the agent to clear that flag, they need to perform an action. The actions that will clear the Clear New Flag button are found in the activity box. Here is a list for your reference:+Agents see the New Lead Flag only for new leads that are assigned to them. In order for the agent to clear that flag, they need to perform an action. The actions that will clear the New Lead Flag button are found in the activity box. Here is a list for your reference:
  
   * Contact the lead either through email or text   * Contact the lead either through email or text
   * Create a follow up to contact the lead   * Create a follow up to contact the lead
   * Logging an activity that you have already performed by clicking the Activity tab, selecting a type, and clicking save    * Logging an activity that you have already performed by clicking the Activity tab, selecting a type, and clicking save 
-NOTE: Although there is a Workflow-Drip tab in the Activity Box, it is the only action that will not clear the Clear New Flag button. Just to reiterate, adding a new lead to a Workflow-Drip will NOT clear the Clear New Flag button+NOTE: Although there is a Workflow-Drip tab in the Activity Box, it is the only action that will not clear the New Lead Flag. Just to reiterate, adding a new lead to a Workflow-Drip will NOT clear the New Lead Flag. 
  
 Here is where the Activity Box can be found on the lead detail page:  Here is where the Activity Box can be found on the lead detail page: 
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 Idle Lead Reassignment is a Lead Assignment feature of the CRM. Its intended behavior is to reassign idle leads if the first agent does not have any activity with the lead within the allotted time (Time Until Idle).  Idle Lead Reassignment is a Lead Assignment feature of the CRM. Its intended behavior is to reassign idle leads if the first agent does not have any activity with the lead within the allotted time (Time Until Idle). 
  
-When using the Idle Reassignment Feature, if the first assigned agent does not perform an activity (from the list above) with the lead within the allotted time (Time Until Idle), it will move to the next available agent in the Round Robin. If the second agent does not have any activity on the lead within the allotted time, it will not matter and the lead will remain assigned to the second agent.+When using the Idle Lead Reassignment Feature, if the first assigned agent does not perform an activity (from the list above) with the lead within the allotted time (Time Until Idle), it will move to the next available agent in the Round Robin. If the second agent does not have any activity on the lead within the allotted time, it will not matter and the lead will remain assigned to the second agent.
  
 The activity must come from the assigned agent to prevent the Idle Lead Reassignment. If the lead was assigned to John Smith, then John Smith must be the one to log an activity with the lead before the allotted time expires. The activity must come from the assigned agent to prevent the Idle Lead Reassignment. If the lead was assigned to John Smith, then John Smith must be the one to log an activity with the lead before the allotted time expires.
new_flag.1533068236.txt.gz · Last modified: 2018/07/31 20:17 by brittany