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

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.

Non-Administrators do not have the access to follow these instructions and should request support from their company admin or open a ticket.