Leads Not Getting Called

Subject

Applies to: Admin/Branch Manager
Purpose: Provide Branch Managers with guidance on resolving issues when leads are not being called
Location in Ricochet: Lead Managment page

Description

The instructions in this article require Branch Manager permission or above

This article explains common causes of leads not being called and outlines steps to resolve the issue.

Resolution

When leads are not getting called, it may be due to filters or settings in the Ricochet system. To resolve the issue, you can filter out leads that have already been called and only show leads that haven’t been called today. Navigate to the Lead Management page and click the 'Not Called Today' toggle button from Off to On. This will display only the leads that have not been called since midnight of the current day.

If the issue persists, please create a ticket with lead examples that are not being called. Our team will review your system and search for points of improvement to ensure proper lead management and calling performance.