Clock Out Other Users | Voters

Clock Out Other Users

gathering votes

Marlana Monreal

I would like to have the ability to clock users out of Drive if they are with a customer so that any leads go to available users.

Hannah Elliott

This would be really helpful for when a user leaves and forgets to clock out

Sarah Seymour

Yes this would be extremely helpful!

Shawn Goebel

Merged in a post:

Clock out salespeople who forgot

Roberto Riascos

Have managers able to clock out salespeople who did not clock out so they no longer receive leads in a round robin set up.

Roberto Riascos

It would be great to set a time (at store close) where all salespeople are clocked out automatically. The other way that it can be done is have a tab that managers and champions have access to that shows all users with a box next to their name and if they are clocked in it will be marked, no mark for not clocked in. The manager would either check the box off or on depending if they wanted to clock them in or out.

Shelby Parker

Great to hear your perspective, Roberto Riascos! I have a few more questions for you:

Can you clarify how you envision the manager's ability to clock out salespeople to function? Would this be a manual process or automated based on certain conditions?
What should happen to the leads that were supposed to go to the salesperson who was clocked out?
Are there any specific conditions or times when a manager should not be able to clock out a salesperson?

Chad Rannells

We are all humans and forget things at times. Not being able to clock people in and out is an issue. I have a round robin going and people that aren't here are getting assigned leads and I can't turn them off.

Canny AI

Merged in a post:

Users are Clocked Out when a Customer in Checked Into the Store

Allan Medina

Round Robin stops distribution on sales people if they check a customer in?

Shawn Goebel

Merged in a post:

having a manager be able to clock a sales rep out

Amber Credeur

In case they forgot themselves to clock out, this will keep people from being able to answer leads when they are not here since they cannot effectively answer a lead while not on premises.

Shawn Goebel

Allan Medina Thank you for the feature request! I am going to move this one to Gathering Feedback to see what other users think about this request. Thank you again and have a great day!

Shelby Parker

Hello Allan Medina! I have a few more questions for you:

Can you provide more details on how the Round Robin distribution currently works when a salesperson checks a customer in?
What is the expected behavior you would like to see when a salesperson checks a customer in?
Are there any specific scenarios where this issue is more prevalent or any specific steps to reproduce this issue?

Allan Medina

Shelby Parker: Salesperson has to clock in when arrived to the store and automatically gets into the Round Robin Distribution. Once they check a customer in they still received RR leads which are not being work due to them having a customer in front of them. It happens all the time that salespersons that are busy with customers on the floor are receiving new leads that have to be address with information and or numbers. Is there anyway where we can make a rule for the CRM to take salespersons out of distribution while being check in with a customer on the floor?

Allan Medina

Shelby Parker we would like the system to automatically check out the salesperson from the RR if the sales person checks a customer into the store. Once the customer is sold or check out that sales person will go back to RR.

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