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Rebecca Kornblum

Rebecca Kornblum

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  1. When the agents answer the call for the available lead, a recorded message is played asking the user to Press 1.

  2. The agent who presses 1 first successfully takes the lead and becomes the primary agent of the newly created application.

  3. After pressing 1, the agent is then connected to the borrower’s mobile phone number.
    Note: The caller ID of the call

    that

    the

    agents from the distribution group receive depends on the caller ID mentioned in the Org Details in Superadmin.The caller ID of the call the

    borrower receives depends on the caller ID present in the User Registration of the agent.

  4. Leads that do not have eligible or available agents to receive them are sent directly to the Default Agent if one has been assigned. If a Default Agent has not been assigned, the leads are sent to Lead Exceptionand on inFlow in the Unassigned Leads section.

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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When the Lead Availability button is turned Off, the lead will not be distributed to the user even if the user is a qualified agent.

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Columns in Call Activity

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