Lead Allocation - Rostered Days Off

Lead Allocation - Rostered Days Off

As of 20.8.1 it is now possible to set up 'Rostered Days Off' when using the automatic rotation with the 'Use Manager Rotation' setting enabled.  Rostered Days Off need to work in conjunction with the function allowing the automatic rotation of new lead allocation to the sales team.  Read more about this functionality HERE

In the User screen it's now possible to tick the users rostered day off from the Mon to Fri check boxes.  Ticking this box will automatically prevent the user from being allocated leads (or receiving allocation emails) during the days they are regularly rostered off work.  Rostered days off cover 12.01 AM to midnight.

Where 'On Holiday' will take the user completely out of the rotation until unticked, the Rostered Days Off allows you to set recurring days where the user should not be automatically allocated any new leads.  Please make sure to tick the days the user is out of the dealership, rather than the days they are rostered on to work.

When a user has rostered days off set against them, this will be displayed on the Lead Management screen.  When the user returns to work AutoPlay will automatically slot the user back into the automatic rotation in their normal position (it will not reset the queue and it will not change the priority order).  This function will ONLY work when the 'Use Manager Rotation' checkbox is ticked on the Lead Management screen.
    • Related Articles

    • Lead Management - Auto Allocate by Rotation

      Function Overview When a new lead is captured electronically (via email or API if not specified as belonging to a particular user in the API integration) - Dealers can now set up a Lead Management setting that users a 'Manager Rotation' instead of ...
    • Role Management - Group Lead Allocation

      If a dealership is part of a group it is possible to activate the 'Group Lead Allocation' role in order to move leads from one AutoPlay account to another.  With the 'Group Lead Allocation' role you can add the user ID of a user in the destination ...
    • Automation - 'Reallocate To Manager' Action

      As we continue to expand our Automation offering we've been getting feedback on what dealers want to use Automation for.  One of the tools that many dealers believed would help them manage their sales team was the ability to automatically reallocate ...
    • Setting Up Auto Response Templates

      In www.autoplayauto.com it is possible to set up Auto Responses to automatically send when a electronic lead is captured. To set up an Auto Response you can navigate to 'Settings>Email Settings>Auto Responses'. You can access the screen if you are ...
    • Lead Management - How To Set Up Recipients For New Electronic Leads

      The Lead Management screen is used to manage the first recipients of new electronic leads that are captured automatically.  The Lead Manager screen operates independently from the Manage Leads role which controls lead visibility, whilst the Lead ...