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Tracking and SLAs

Distribution Engine allows you to capture the time taken to follow up on an assigned record (e.g. speed to contact a lead) and also to enforce follow up times via SLAs. Records which fail SLA times c…

Distribution Engine allows you to capture the time taken to follow up on an assigned record (e.g. speed to contact a lead) and also to enforce follow up times via SLAs. Records which fail SLA times can be automatically auto-reassigned. From a team's Tracking and SLAs page you can perform the following actions:

Team-level settings

Distributor-level settings

  • For a given distributor, opt into the team's SLAs. 
  • For a given distributor, enable auto-reassign to reassign to another user. Learn more about auto-reassign.

 

 

     

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