Limit the number of leads allocated to an agent per day

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Limit the number of leads allocated to an agent per day

Postby hylton » Sat Oct 22, 2016 2:03 am

Hi All,

Is it possible to limit the number of new leads allocated to each agent per day?

Example:

I create a new campaign – Manual Dial
20 agents are assigned to the campaign
I load a list of 10,000 leads
Each agent must be allocated only 100 new leads per day
Once they have dialled their new lead allocation they still have access to their call-backs, no answers, referrals, etc.

I would like to stop agents burning though the data, they must respect each lead they are assigned.

Thanks
hylton
 
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Re: Limit the number of leads allocated to an agent per day

Postby mflorell » Sat Oct 22, 2016 10:03 am

We just added a feature to do this a couple weeks ago. Make sure you upgrade to the latest svn/trunk version, then go to system settings and enable "New Leads Per List Limit"
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Re: Limit the number of leads allocated to an agent per day

Postby hylton » Sun Oct 23, 2016 2:15 am

Thanks, much appreciated.
hylton
 
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Re: Limit the number of leads allocated to an agent per day

Postby hylton » Thu Nov 17, 2016 1:20 am

Hi,

Just to clarify, does this set a daily limit for new leads per agent for the list or does it set a total limit per agent for the list?

Thanks

Hylton
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Re: Limit the number of leads allocated to an agent per day

Postby mflorell » Thu Nov 17, 2016 6:42 am

this only limits NEW statused leads per agent per day.
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Re: Limit the number of leads allocated to an agent per day

Postby hylton » Thu Feb 16, 2017 3:21 am

Hi,

I have set the daily limit under the list settings to 100 new leads per agent per day. This works perfectly for day one, but when the agents return the next day they are not allocated a further 100 new leads.

If I increase the leads to 110 they receive an additional 10 new leads but nothing else. Please would you advise where I am going wrong?

Thanks

Hylton
hylton
 
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Re: Limit the number of leads allocated to an agent per day

Postby mflorell » Thu Feb 16, 2017 6:45 am

Your nightly counts reset process is not running. Check in System Settings that your Voicemail Server is set to a valid server in your system, and make sure that server is not down or being reebooted at the Timeclock End Of Day time.
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Re: Limit the number of leads allocated to an agent per day

Postby kenneth » Mon Oct 25, 2021 3:28 am

Hi,

anybody had a steps on how to do this on Vicidial?

I already activated my New Leads Per List Limit option.

Thanks gentle people.
kenneth
 
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Re: Limit the number of leads allocated to an agent per day

Postby carpenox » Tue Oct 26, 2021 5:07 pm

kenneth,

you can do it with manual dialing by the user, change these fields:

Image

hope this helps

Chris
Alma Linux 9.3 | Version: 2.14-911a | SVN Version: 3815 | DB Schema Version: 1710 | Asterisk 18.18.1
www.dialer.one -:- 1-833-DIALER-1 -:- https://linktr.ee/CyburDial -:- WhatsApp: +19549477572 -:- Skype: live:carpenox_3
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Re: Limit the number of leads allocated to an agent per day

Postby kenneth » Mon Nov 01, 2021 12:16 pm

Thank you Chris,

I will be implementing this one soonest. ;)
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Re: Limit the number of leads allocated to an agent per day

Postby carpenox » Mon Nov 01, 2021 9:45 pm

no prob bud
Alma Linux 9.3 | Version: 2.14-911a | SVN Version: 3815 | DB Schema Version: 1710 | Asterisk 18.18.1
www.dialer.one -:- 1-833-DIALER-1 -:- https://linktr.ee/CyburDial -:- WhatsApp: +19549477572 -:- Skype: live:carpenox_3
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