Agent Qualification

Agents names as tags

Administrators can create tags using agents’ names so that their names act like tags. For example, a “John” tag can be created, and in this case, the lead would be directed to John.

Every agent qualifies for untagged leads

If the pecking order function is on and users have been assigned PK tags, then incoming leads will be directed based on ranking.

However, if the lead does not have any tags, all users will be given equal opportunity to receive the lead.