The distribution group selected within the campaign determines which agents will see the available lead. Each of the agents who match the Distribution Group filters and the distribution filters in the User Registration receives a call simultaneously.
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When the agents answer the call for the available lead, a recorded message is played asking the user to Press 1.
The agent who presses 1 first successfully takes the lead and becomes the primary agent of the newly created application.
After pressing 1, the agent is then connected to the borrower’s mobile phone number.
Note: The caller ID of the call the borrower receives depends on the caller ID present in the User Registration of the agent.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. If a lead is received after hours, the lead will be placed in the Unassigned queue.
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Notes
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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
Column Name | Filter Type |
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Talk Time | Number |
Date | Date+time |
Phone | Multi+search |
By | Multi+search |