How can I add states for eligibility for an Agent?

Subject

Applies to: Admin/Branch Manager
Purpose: How to set eligible states for an agent
Location in Ricochet: Management > Agents

Description

This instruction describes how to add/remove states an agent can call out to through the automated dialing queues.  

Resolution

To add/remove states for eligibility for an Agent, navigate to Manage --> Agents, click Edit for the user you wish to modify, and in the "States and Permissions" section, your options are:

1. Check the box for All States which will allow the agent to call out to any lead in any state through the automated dialing queues.

2. Leave the "All States" unchecked and select individually the specific state or states the agent should be able to call out to through the automated dialing queues.

There is also an option to select All States, specific states, or mirror global state eligibility for Campaign Queue Calls.  Choose the option desired, scroll down and click Save.