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Filter

Description

Branch

Filters by Branch

Team/Agent

  • Filters by team or agent

  • Always defaults to All when first opened

Columns

Info

Streamline User Management and Lead Distribution with User Status Insights.

Column Name

Description

Branch

Unique name for a branch

Role Name

User’s role

Manager Name

Name of the user’s manager

User

Name of system users

User Status

Shows if the user is logged On or Off

Logged On/Off Date

  • Displays green if logged On and shows the time of log on

  • Displays red if logged Off and shows the time the user logged off

Log History

Click to open the Log History for a user (results can be exported)

Receive Leads

  • Displays green and On if the user is set to receive leads

  • Displays red and Off if the user is set to not receive leads

Receive Calls

  • Displays green and On if the user is set to receive calls

  • Displays red and Off if the user is set to not receive calls

On Call

  • Displays green and On if the user is currently on a call

  • Displays red and Off if the user is not currently on a call

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