new_flag
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new_flag [2019/03/06 00:04] brendan |
new_flag [2020/05/28 20:37] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360040708454-New-Flag | ||
| =====New Flag===== | =====New Flag===== | ||
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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.1551830693.txt.gz · Last modified: 2019/03/06 00:04 by brendan
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