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The distribution group selected within the campaign determines which agents will see the available lead
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. Each of the agents who match the Distribution Group filters and the distribution filters in the User Registration
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receives a call simultaneously.
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When the agents
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answer the call for the available lead, a recorded message is played asking the user to
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Press 1.
The agent
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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
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Note: All agents within an org can be included in a distribution group but for Distribute Ring All, only 10 agents are called at one time
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If the prospect (lead) is not distributed successfully or if no agent takes it, it ends up on the Lead Exception page and on inflow in the Unassigned Leads section
.
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 Exception and 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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Call Recording
Within the Call Activity section of the lead, the call made during the distribution process
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is displayed along with the call details
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. The call
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is recorded
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and the recording can be accessed in the
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Recording popup
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.
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Lead Availability
When the Lead Availability button is turned On
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, the lead can be
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distributed to the logged-in user when leads are
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available and the logged-in user is a
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qualified agent.
When the Lead Availability button is turned Off
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, the lead will not be distributed to the user even if the user is a qualified agent
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Filter type of columns .
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Columns in Call Activity
Column Name | Filter Type |
|---|---|
Talk Time | Number |
Date | Date+time |
Phone | Multi+search |
By | Multi+search |