Agent Lead Management
This tool automates the procedure of upload, prioritization, assignment and disposal of Leads
Following are some of the salient features:
- Upload of accounts (Prospective Customers) based on various categories.
- Rule based engine for Indexing the record
- Mapping of agents to different queues.
- Auto allocation of records to agent (Round robin method) based on FIFO.
- Option to manually allocate / prioritize records by the agent
- Define workflow / escalation rules for different processes / clients.
- Disposing of Accounts based on Call details.
- Keeping track of all the changes to each account.
- Verification of Accounts for final Disposal.
- Generation & Downloading of Verified Leads by Admin
- EOD reports, agent dashboards, performance tools
- BI Reports, online agent tracking
