The body and headers of the forwarded email can be modified. Or, emails whose subject contains the word "support" can go to a subset of the staff members. For example, you may want all emails containing the text "residential" to go to a particular staff member. This is great for fairly distributing a lead that came from another source.Ĭertain types of emails can undergo custom processing. You can compose an email to the next staff member in the rotation. The Quota System is useful when the "staff members" are instead clients who pay for leads. Junior staff members can be assigned a lower percentage of leads. When the Permanent Relationships feature is enabled, emails arriving from the same source will always be forwarded to the originally chosen staff member. The staff member will not receive emails outside of the schedule. Generates statistics (in a graph or table) of how many emails were forwarded to each staff member over time.Ī staff member can be easily marked "Unavailable" to exclude them from receiving emails.Īn optional work schedule can be specified for each staff member.
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February 2023
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