Clock in attendance check for round robinin leads | Feature Requests

Clock in attendance check for round robinin leads

Kyle H

Is it possible to have a tab that shows who is clocked in or not?

Clock-in status shown in DriveCentric

mainly for the roundrobin to take into effect and for us to keep an eye of who and where the leads are going as they come in.

Manager attendance view

A single screen, or a dashboard widget, showing at a glance:

Who is clocked in right now, and who isn't

The time each person clocked in today and how long they've been on shift and maybe their tasks as well

Alerts

A notification to managers if a salesperson clocks out while they still have open leads, same-day appointments or overdue tasks, so the work can be reassigned if needed

An optional notification if a salesperson is logged in and working leads in DriveCentric but isn't clocked in. also a notification when each sales person clocks in.

Permissions

Managers see the full team view.

Salespeople see only their own status.

Also is it possible to have clocking in geo fenced locked?

Shelby Parker

Thanks for posting this, Kyle H — really appreciate the detailed breakdown. Totally hear you on how valuable an at-a-glance clock-in view (especially for round robin), manager alerts, permissions, and even geo-fencing could be for keeping lead routing and coverage tight. I’m looping this into our review with the team, and we’ll follow up if we need any additional details from your side.