Can I cap my Agents’ ability to receive new leads?

Subject

Applies to: Admin/Branch Manager
Purpose: How to cap agent's ability to receive new leads
Location in Ricochet: Management > Agents

Description

The instructions in this article require Branch Manager permission or above

This instruction describes how to set up the maximum number of new leads an agent is eligible for per day. 

Resolution

Non-Administrators do not have the access to follow these instructions and should open a ticket

You can set a cap for an Agent's new/fresh leads by going to Manage --> Agents, click Edit for the user you wish to adjust, and in the Fresh Lead Cap area, type the maximum total of new/fresh leads you want the user to be eligible for per day.

Click Save at the bottom when complete..

1. Open Management, then Agents. Every agent has a Fresh lead cap — the most new leads Ricochet360 will hand them in a day — and the list shows it in a column of its own.

2. Click the pencil at the end of that agent’s row to edit them. Their profile opens on the Agent Info panel.

3.  Fresh lead cap is right there. Be careful with the field below it: Inbound IVR cap is a different limit, for inbound calls.

4. Clear the field and type the maximum you want.

5. Scroll down to Save and click it. A confirmation flashes in the bottom-right corner and is gone in about three seconds, so it is easy to miss.

6. To check it, go back to Management, then Agents. The Fresh lead cap column reads straight from the profile you just saved, and every other agent keeps the number they had.