Required Permission: Manage Store
When adding priority rules to a distribution you must select the type of distribution to utilize:
Round Robin: Assigns users in a sequence based on the order they were added to the priority.
Round Robin - Work Schedule: Assigns users in a sequence based on the order they were added to the priority. Will only assign the user up next in the sequence if the user’s work schedule in Store Settings → User Management → Schedule tab has active hours at the time the lead is received.
Round Robin - Clocked In: Assigns users in a sequence based on the order they were added to the priority. Will only assign the user up next in the sequence if the user has clicked the Clock In button available under their user account button. User must have the Clock In permission set in their profile under User Management.
Round Robin - Work Schedule & Clocked In: Assigns users in a sequence based on the order they were added to the priority. Will only assign the user up next in the sequence if the user’s work schedule in Store Settings → User Management → Schedule tab has active hours at the time the lead is received AND if the user has clicked the Clock In button available under their user account button. User must have the Clock In permission set in their profile under User Management.
Up for Grabs: The system will make the lead available to grab for users assigned to the priority. Once a user has grabbed the lead, other users will not be able to grab the same lead.
Up for Grabs - Work Schedule: The system will make the lead available to grab for users assigned to the priority if the user’s work schedule in Store Settings → User Management → Schedule tab has active hours at the time the lead is received. Once a user has grabbed the lead, other users will not be able to grab the same lead.
Up for Grabs - Clocked In: The system will make the lead available to grab for users assigned to the priority if the user has clicked the Clock In button available under their user account button. User must have the Clock In permission set in their profile under User Management.
Up for Grabs - Work Schedule & Clocked In: The system will make the lead available to grab for users assigned to the priority if the user’s work schedule in Store Settings → User Management → Schedule tab has active hours at the time the lead is received AND if the user has clicked the Clock In button available under their user account button. User must have the Clock In permission set in their profile under User Management.
Using the Clock In Function
Users must click the Clock Out button available under their user account button to remove themselves from receiving leads assigned through any distribution requiring a Clock In.
The system will automatically clock out all users currently clocked in at 12:00am.
If you're utilizing a Rotate Rule for internet leads along with the Clock In function users who have a lead rotated away from them will be clocked out. They will need to clock back in to be put back in the distribution.
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