Direct Link to tutorial/solution:


Click here to view tutorial/solution in a new tab.


Embedded tutorial/solution:


3 STEPS

1. To show leads that have not been called yet on the current day, click the toggle button from Off to On

Step 1 image

2. Note that the total number of leads displayed will decrease to only show you the number of leads that have not been called yet since midnight of the current day.

Step 2 image

3. To return to normal view of your leads, either click Clear Filters or click the toggle button off

Step 3 image


Copy of text and screenshots from the tutorial/solution:


1. To show leads that have not been called yet on the current day, click the toggle button from Off to On



2. Note that the total number of leads displayed will decrease to only show you the number of leads that have not been called yet since midnight of the current day.


3. To return to normal view of your leads, either click Clear Filters or click the toggle button off



Applicable User Seat Types

Admin

Galaxy

Booster


Applicable Permissions

All Permissions




Did this Solution Article help you?


If you need to submit a support ticket, Admins and Agents: Return to your Ricochet platform and proceed to file a ticket using the Help -> Get Support action to open the Help widget.

If you have access to Ricochet's Ahoy Management Portal - click anywhere in this message to open the Ahoy Management Portal and the Support Widget.

If you are utilizing the Ahoy platform for ticket submission, for fastest results, please log into Ahoy so we can gather all the necessary information from your Ricochet account during the Ticket Submission process.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.