Lead caps set a maximum number of leads that an agent can take from a single campaign. They override any other distribution engine that is applied. Lead caps may be set for the following distribution types only:
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Lead caps may be set in two ways from the Lead Caps page:
For all agents within a campaign
For an individual a specific agent within a campaign
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Lead caps are a permission setting that requires an agent or organization to request access from the Insellerate Superadmin. |
How to View Default Lead Caps for All Agents
From the inLead drop-down menu, click Lead Caps.
The Lead Caps queue page opens showing all campaigns. For each campaign, the user can see the distribution group, distribution type, and default lead cap associated with that campaign.
Choose a name from the User drop-down menu to view the default lead caps for a specific agent.
How to Create Default Lead Caps for All Agents in a Campaign
From the Lead Caps page, click inside the Default Lead Cap box of the campaign whose lead cap you would like to change.
Type or use the up/down arrows to modify the number.
The Default Lead Cap column displays the modified lead cap number for all agents within that campaign.
How to Create Custom Lead Caps for Specific Agents in a Campaign
From the Lead Caps queue, click inside the Default page, choose a name from the User drop-down menu to view a specific agent.
The list of campaigns associated with that agent opens. The Custom Lead Cap column is now included for each campaign.
Click inside the Custom Lead Cap box of the agent campaign whose lead cap you would like to change.
Using Type or use the up/down arrows , to modify the number.
The new Custom Lead Cap column opens displaying displays the modified lead cap number for the agent within that campaign.
How to Set Lead Caps in User Registration
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