Lead caps set a maximum number of leads that an agent can take. They override any other distribution engine that is applied. Lead caps may be set for the following distribution types only:
Distribute All
Distribute Ring All
Distribute Agent - Round Robin
Lead caps may be set in two ways:
For all agents within a campaign
For an individual agent within the agent’s User Registration profile
Lead caps are a permission setting that requires an agent or organization to request access from the Insellerate Superadmin.
How to View Default Lead Caps
From the inLead drop-down menu, click Lead Caps.
The Lead Caps queue opens showing all campaigns. For each campaign, the user can see the distribution group, distribution type, and default lead cap associated with that campaign.
Choose a name from the User drop-down menu to view the default lead caps for a specific agent.
How to Create Custom Lead Caps
From the Lead Caps queue, click inside the Default Lead Cap box of the agent whose lead cap you would like to change.
Using the up/down arrows, modify the number.
The new Custom Lead Cap column opens displaying the modified lead cap number.
How to Set Lead Caps in User Registration
Lead caps can be set for each agent within User Registration.
