The distribution group selected within the campaign determines which agents will see the available lead
Each agent that matches the distribution group filters and the distribution filters in User Registration receive a call simultaneously. When the agents pick up, a recorded message is played asking the user to press 1. The agent that 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
The caller ID of the call that the agents from the distribution group receive will depend on the caller ID mentioned in the Org Details in super admin
The caller ID of the call the borrower will receive will depend on the caller ID present in the User Registration of the agent
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
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
While posting a lead via Distribute Ring All, the result for the post will contain a prospect ID but no application ID since the prospect will only be converted to an application when an agent takes it and not immediately after distribution
Within the call activity section of the lead, the call made during the distribution process will be displayed along with the call details
The call will also be recorded, and the recording can be accessed in the recording popup
When the Lead Availability button is turned On
Lead can be disbrituted to the logged in user when leads are availavble and the logged in user is a qaulified agent
When the Lead Availability button is turned Off
Lead will not be distributed to the user even the user is a qualified agent
Filter type of columns in Call Activity
Column Name | Filter Type |
|---|---|
Talk Time | Number |
Date | Date+time |
Phone | Multi+search |
By | Multi+search |