Assigning leads by time slot or shift
Currently, leads are assigned to sales representatives without considering whether they are on duty, which results in leads that go unanswered or are assigned to representatives who are off duty.
What is needed:
Schedule or shift configuration per sales representative: define the days and hours when each sales representative is available to receive leads.
Automatic assignment based on schedules: ensure the system only distributes leads to agents who are currently active.
Handling of leads outside of working hours: define what happens to a lead that arrives when no representatives are available (waiting queue, on-call representative, notification, etc.).
Expected benefit: ensure that every lead is handled by someone available, reduce response times, and prevent lost opportunities due to poor assignment.
Log in to comment and vote
Comments1
Vambe Team (Todos)
Apr 2
Hola Marlon, qué tal? Este lunes estarán disponibles 2 features que solucionarán esta situación:
- Asignaciones condicionales: podrás customizar conjuntos de reglas como las que describes para determinar el conjunto de ejecutivos que le corresponde tomar ese ticket.
- Módulo de disponibilidad: los ejecutivos podrán definir estados de actividad en la plataforma (disponible, ocupado, fuera de la oficina, vacaciones, almuerzo) que puede interactuar con las asignaciones automáticas y mejorar la precisión de las asignaciones.
Seguro te van a ayudar!