How to Configure Routing Order of Contacts
The routing order of contacts in VanillaSoft is influenced by various factors, including routing filters, user quota, call priority, calling periods, contact ownership, scheduled callbacks, retry periods, and more. With all other factors being equal, you can prioritize whether contacts imported first or imported last take precedence.
Steps to Configure Routing Order
- Open Project Settings: From the Admin homepage, open the project you want to configure.
- Access Routing Options: Open the Workflow/Routing menu and select the Routing Options section.
- Specify Routing Order: Open the drop-down menu labeled "All other factors being equal; please specify the routing order" and select either "First in, First Out" or "Last in, First Out".
- Save Changes: Click Save to apply the new routing order.
By following these steps, you can ensure that the routing order of your contacts aligns with your preferred workflow. This adjustment allows for more efficient and prioritized contact management within VanillaSoft.
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