• 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