If you are a Round Robin User, we have a few areas where you can monitor the activity and see the reports.
There are a few things you can see in the activity tab:
A Dashboard with some clickable numbers for quick access to Upsheets.
All Round Robin Events The ability to see who has received Upsheets, which users have been taken off Round Robin and more!
Edit Eligibility Link that will take you directly to the backend settings to take someone on or off Round Robin.
View Report Link that takes you to the E-lead Distribution Report with more information on users, leads and Round Robin performance
Dashboard:
Definitions:
Initial Distribution Count: The number of leads assigned via Round Robin distribution
Manual Distribution Count: The number of leads assigned manually.
Up Sheets: How many up sheets the User has currently assigned to them, this might include a Round Robin assigned lead that has then been reassigned.
Fresh: The newest leads in AutoRaptor that have not been responded to.
All Round Robin Events:
When you scroll to the bottom, and filter by Round Robin events, this will allow you to see a series of events for the day
Editing Eligibility:
This is a quick way for you to get into the back end settings to add or remove a user to receive Round Robin Leads. If a User is checked they will receive leads via Round Robin. Remember, if you are NOT on Round Robin 24/7, users must also log their hours to be eligible and receive leads.
As an Admin, you can also view who is eligible by clicking the people icon in the right corner.
Viewing Report: E-lead Distribution:
The link from the Round Robin Dashboard labeled View Report will also take you to the E-lead Distribution Report where you can see more detailed information.
