Ricochet360 Support

Direct Link to tutorial/solution:

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Embedded tutorial/solution:

Here's an interactive tutorial

https://www.iorad.com/player/1756536/How-can-I-prevent-leads-from-being-assigned-when-answering-an-Inbound-IVR-or-call-transfer-

Copy of text and screenshots from the tutorial/solution:

1. To enable or disable the setting to prevent leads from being assigned to an agent when answering an Inbound IVR or Call Transfer call, click Configuration

2. Click Company Settings

3. Click Lead Distribution & Lead Settings

4. To enable: Scroll down and click the checkbox for "Assign lead to agent when they answer an incoming IVR call".

If this is already checked and you want to disable - uncheck the box.

5. To enable: Scroll down and click the checkbox for "Assign lead to agent on call transfers".

If this is already checked and you want to disable - uncheck the box.

6. Scroll down and click Save

7. Wait for the green success message to appear and the settings will be applied.

Applicable User Seat Types

Admin

Galaxy

Booster

Applicable Permissions

Administrator

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