A User or Project Quota is a valuable tool that sets a limit on the total number of contacts routed to users within a specified period. This control is applied to the number of results for the specified Result Groups, ensuring efficient and organized workflow management.
Contact Quota by User
- From the Admin homepage, open the desired Project.
- Open the Workflow/Routing menu and select User Quota.
- In the first Quota Type drop-down, choose Contact Quota by User.
- In the second Quota Type drop-down, select your preferred option.
-
Only count one call per Contact:
- Only one call result per Contact contributes to the quota.
- A Contact that has been previously resulted won't count again.
- Past results, even from a different time period, do not impact the user's quota.
-
Only count uncalled Contacts:
- Only contacts that have yet to be called contribute to the quote.
- A Contact that has been previously called won't count again.
-
Count all calls:
- Every specified call result counts towards the quota.
- Multiple call results for the same Contact are included.
-
Only count one call per Contact:
- Choose the Result Groups that count towards the quota.
- Specify the Time Period for the quota application.
- Optionally, select leads for which the quota applies in the Warm Leads Only section.
- Enter the desired number value in the Quota field for each user in the project.
- To assign the same quota to all users, use the Reset All Quota field and click Apply.
- Leaving the field blank implies no quota; entering 0 means no leads route to the user.
- Optionally, set the Quota for other users if they switch to a different project.
- Click Save to apply the changes.
Contact Quota by Project
- From the Admin homepage, open the desired Project.
- Open the Workflow/Routing menu and select User Quota.
- In the first Quota Type drop-down, choose Contact Quota for Project.
- In the second Quota Type drop-down, select your preferred option.
-
Only count one call per Contact:
- Only one call result per Contact contributes to the quota.
- A Contact that has been previously resulted won't count again.
- Past results, even from a different time period, do not impact the user's quota.
-
Count all calls:
- Every specified call result counts towards the quota.
- Multiple call results for the same Contact are included.
-
Only count one call per Contact:
- Choose the Result Groups that count towards the quota.
- Specify the Time Period for the quota application.
- Enter the desired quota number in the Project Quota field.
- Click Save to apply the changes.
Users reaching their quota will receive a notification that there are no more leads to be routed, ensuring effective management of project quotas and optimizing workflow efficiency.