Setting Your Working Hours to Receive Leads
To receive leads, you must set your working hours each day. If your hours are not set, you will not receive any leads for that day.
Note: This feature only applies to Round Robin #1 users.
Each day when a sales representative logs in, they need to enter their availability. These hours tell the system when they are available to respond promptly to incoming leads.
How to set your schedule:
• Click on your name.
• Next to “I have today off”, click Edit.
Fill in your schedule for each day:
- If you are working that day, select "I am working today" and enter your working hours.
- If you are not working that day, select "I have today off."
When you're finished, click "Set my schedule" to save your changes.
A sales rep is considered available during the hours they entered (unless they change their status to 'busy').
If a sales rep is going to be unable to respond to leads for a short while, they can click 'Set status to busy'.
When they return they can simply click 'Set status to available' in the right corner.
When a user is busy for less than one hour, the round-robin system tracks the number of leads they miss. When they become available again, they will receive those missed leads as part of a “catch-up” process.
If a user is busy for more than one hour, they are temporarily removed from the round-robin queue. In this case, they will not receive missed leads or “catch up” when they return.
Note: only Individual Users can change or edit their robin robin hours. These settings cannot be governed by Account Administrators.