This feature is designed to help you manage when your leads will be made available to your agents. This function will pause all incoming leads when outside of open hours, sending them out one at a time when operational hours commence (they will be staggered to be sent out every 5-60 seconds to ensure the system doesn’t overload your agents receiving 10 leads instantly).
Step 1: Set your timezone.
You will not be able to enable Operating Hours until you’ve selected your physical location, letting us know what timezone the company is operating in. Some areas are defined by Country (if the entire Country is in the same timezone) otherwise look through the list for the nearest large city.
Step 2: Set Regular Schedule
Once you have the timezone set up correctly you can select a day-by-day operating time, moving the slider to begin at the open time and end at closing. If you want to define the whole day as within operating hours simply click the “Open” radial for that day. Likewise, if you’re closed on weekends and don’t want your agents getting leads Saturday and Sunday you can just click on the “Closed” radial for those days.
Step 3: Set Specific Dates
You can also set a specific date that overrides your generally scheduled operating hours. This setting operates the exact same way as your general operating hours but only applies to the specific date you select and does not repeat the next year.
As an admin you can view leads that are currently being held back and override Operating Hours manually if required. Simply click on the lead in the lead screen and hit “Override” under lead details.
If you have further questions or want to suggest an improvement about the Operating Hours feature, please contact support at [email protected]