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Info

Notes:

  • While posting a lead via Distribute Ring All, the result for the post contains a prospect ID but not an application ID. This is because the prospect is not converted to an application until an agent takes it rather than immediately after distribution.

  • All agents within an organization can be included in a distribution group but for Distribute Ring All, only ten agents are called at one time.

  • Two agents with the same work phone number in the same distribution group for a Distribute Ring All campaign will cause the distribution to fail.

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Call Recording

Within the Call Activity section of the lead, the call made during the distribution process is displayed along with the call details. The call is recorded and the recording can be accessed in the Recording popup.

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