Schedule set up by team for lead assignment
gathering votes
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Lynne Hudson
Instead of having to set up each individual schedule it would be amazing to only have to update the team schedule for internet lead distribution.
Shawn Goebel
gathering votes
Shawn Goebel
Lynne Hudson Thank you for feature request! I am going to move this one to Gathering Votes to see what other users think about this request! Thank you again and have a great day!
Shelby Parker
Hello Lynne Hudson! I have a few more questions for you:
- Can you provide more details on how you envision the team schedule for internet lead distribution to work?
- What specific features or functionalities would you like to see in the updated team schedule?
- How often do you anticipate needing to update the team schedule?
V
Victor Hernandez
Shelby Parker we need better rules for the overnight and opening leads. Our previous crm would look at schedule and if it was after hours role those leads into the next opening team and round robin them. Now we have to have the opening team on the night before until 1159 pm and starting at 12am so they will round robin to them which does not make sense see the schecdule below it assigns leads based on who is on and if its after hours roles those into the next opening team. You can see below that we set a schedule for each team and still make an individual change if needed. We also can set it for a weeks out by slecting the starting day of the week.