Content Comparison

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Distribute Agent - Round Robin is the type of distribution where

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prospects are directly assigned to a group of agents and the assignment is decided on the basis of a round robin order.

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If there are

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three agents in an

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organization in which:

• Agent 1

  - Took

  took the most recent lead

• Agent 2 took the second-

  Took the Second

  most recent lead

• Agent 3 took the third-

  Took the Third

  most recent lead

Leads A, B, C

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, and D are distributed among them. According to Round

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Robin rule:

• Agent 3 will get Lead A

• Agent 2 will get Lead B

• Agent 1 will get lead C

• Agent 3 will get Lead D

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• The distribution group selected within the campaign determines which agents will be are able to take the leads.

• When a lead is assigned, a green toaster popup notification will be displayed on the bottom right corner.

• If the user is on any page other than inflowinFlow, clicking on the green toaster will redirect popup notification redirects the user to Inflow and display Lead inFlow and displays the lead details of the newly taken lead on the right side.

• A lead may not be successfully distributed via Round Robin if:

  • The agent does not match the filter conditions in the distribution Distribution group.

  • The agent does not match the distribution filters in User Registration (see User Registration for more details)

  If the prospect (lead) is not distributed successfully, it ends up on the Lead Exception page and on inflow

  • .

• 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

• While posting a lead via Distribute Round Robin, the result for the post will contain a Prospect ID and an Application ID since the prospects are directly assigned to the agents immediately after distribution

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• .

Lead Availability

• When the Lead Availability button toggle is turned On

  Lead

  , the lead can be

  disbrituted

  distributed to the logged-in user when leads are

  availavble

  available and the logged-in user is a

  qaulified

  qualified agent.

• When the Lead Availability button toggle is turned Off

  Lead

  , the lead will not be distributed to the user even if the user is a qualified agent.
  
  
  

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